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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 | $300,040 | $154,228+94.5% | $145,433+106.3% | $137,256+118.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.48% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,778 | $4,804+61.9% | $4,554+70.8% | $4,156+87.2% |
| Participant deferral / active EE | $11,347 | $8,216+38.1% | $7,897+43.7% | $6,407+77.1% |
| Admin fee / account holder | $624 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |