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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,367 | $156,398+62.0% | $147,318+72.0% | $138,895+82.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.09% | 78.75%-62.7pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,748 | $4,853-43.4% | $4,593-40.2% | $4,194-34.5% |
| Participant deferral / active EE | $7,080 | $8,237-14.1% | $7,906-10.5% | $6,396+10.7% |
| Admin fee / account holder | $9,594 | $14,976-35.9% | $13,708-30.0% | $12,562-23.6% |