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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 | $156,398+61.6% | $147,318+71.6% | $138,895+82.0% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 13.92% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $4,212 | $4,853-13.2% | $4,593-8.3% | $4,194+0.4% |
| Participant deferral / active EE | $7,727 | $8,237-6.2% | $7,906-2.3% | $6,396+20.8% |
| Admin fee / account holder | $26,552 | $14,976+77.3% | $13,708+93.7% | $12,562+111.4% |