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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 | $315,315 | $162,136+94.5% | $152,301+107.0% | $154,746+103.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.75% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,294 | $4,890-12.2% | $4,624-7.2% | $4,379-2.0% |
| Participant deferral / active EE | $9,805 | $8,341+17.6% | $8,004+22.5% | $6,730+45.7% |
| Admin fee / account holder | $33,055 | $15,759+109.8% | $14,398+129.6% | $14,365+130.1% |