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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 | $155,555+72.9% | $146,866+83.1% | $155,188+73.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 18.96% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $33,199 | $4,647+614.5% | $4,425+650.3% | $4,248+681.6% |
| Participant deferral / active EE | $17,729 | $8,044+120.4% | $7,759+128.5% | $6,531+171.5% |
| Admin fee / account holder | $3,023 | $14,755-79.5% | $13,620-77.8% | $14,480-79.1% |