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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 | $272,262 | $154,228+76.5% | $145,433+87.2% | $137,256+98.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 209.29% | 74.59%+134.7pp | 66.58%+142.7pp | 220.34%-11.1pp |
| Employer contribution / active EE | $2,686 | $4,804-44.1% | $4,554-41.0% | $4,156-35.4% |
| Participant deferral / active EE | $10,724 | $8,216+30.5% | $7,897+35.8% | $6,407+67.4% |
| Admin fee / account holder | $1,027 | $14,344-92.8% | $13,129-92.2% | $12,270-91.6% |