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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 | $279,859 | $156,398+78.9% | $147,318+90.0% | $138,895+101.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 20.02% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $4,157 | $4,853-14.3% | $4,593-9.5% | $4,194-0.9% |
| Participant deferral / active EE | $12,626 | $8,237+53.3% | $7,906+59.7% | $6,396+97.4% |
| Admin fee / account holder | $950 | $14,976-93.7% | $13,708-93.1% | $12,562-92.4% |