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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 | $287,714 | $178,174+61.5% | $156,181+84.2% | $137,256+109.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 17.34% | 84.19%-66.9pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $23,169 | $4,972+366.0% | $4,294+439.6% | $4,156+457.5% |
| Participant deferral / active EE | $20,602 | $6,888+199.1% | $6,132+236.0% | $6,407+221.6% |
| Admin fee / account holder | $2,593 | $17,404-85.1% | $14,586-82.2% | $12,270-78.9% |