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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 | $289,956 | $227,291+27.6% | $214,702+35.1% | $155,188+86.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 17.53% | 60.08%-42.5pp | 54.55%-37.0pp | 148.84%-131.3pp |
| Employer contribution / active EE | $4,075 | $6,772-39.8% | $6,461-36.9% | $4,248-4.1% |
| Participant deferral / active EE | $11,197 | $9,582+16.9% | $9,147+22.4% | $6,531+71.4% |
| Admin fee / account holder | $1,158 | $20,413-94.3% | $19,830-94.2% | $14,480-92.0% |