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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 | $268,913 | $162,136+65.9% | $152,301+76.6% | $154,746+73.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 18.96% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $33,199 | $4,890+578.9% | $4,624+617.9% | $4,379+658.1% |
| Participant deferral / active EE | $17,729 | $8,341+112.6% | $8,004+121.5% | $6,730+163.4% |
| Admin fee / account holder | $3,023 | $15,759-80.8% | $14,398-79.0% | $14,365-79.0% |