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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 | $209,336+38.5% | $197,124+47.1% | $137,256+111.3% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 17.53% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,075 | $6,591-38.2% | $6,227-34.6% | $4,156-2.0% |
| Participant deferral / active EE | $11,197 | $9,614+16.5% | $9,135+22.6% | $6,407+74.8% |
| Admin fee / account holder | $1,158 | $17,308-93.3% | $16,298-92.9% | $12,270-90.6% |