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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 | $441,010 | $162,136+172.0% | $152,301+189.6% | $154,746+185.0% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 13.85% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,454 | $4,890-29.4% | $4,624-25.3% | $4,379-21.1% |
| Participant deferral / active EE | $15,894 | $8,341+90.6% | $8,004+98.6% | $6,730+136.2% |
| Admin fee / account holder | $13,271 | $15,759-15.8% | $14,398-7.8% | $14,365-7.6% |