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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 | $250,529 | $212,386+18.0% | $199,883+25.3% | $138,895+80.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 16.46% | 47.75%-31.3pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $6,521 | $6,625-1.6% | $6,261+4.1% | $4,194+55.5% |
| Participant deferral / active EE | $15,174 | $9,617+57.8% | $9,138+66.0% | $6,396+137.2% |
| Admin fee / account holder | $12,116 | $18,233-33.5% | $17,268-29.8% | $12,562-3.5% |