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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 | $252,811 | $154,228+63.9% | $145,433+73.8% | $137,256+84.2% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 13.92% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,212 | $4,804-12.3% | $4,554-7.5% | $4,156+1.3% |
| Participant deferral / active EE | $7,727 | $8,216-6.0% | $7,897-2.2% | $6,407+20.6% |
| Admin fee / account holder | $26,552 | $14,344+85.1% | $13,129+102.2% | $12,270+116.4% |