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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 | $261,311 | $209,336+24.8% | $197,124+32.6% | $137,256+90.4% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 17.28% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,225 | $6,591-35.9% | $6,227-32.2% | $4,156+1.7% |
| Participant deferral / active EE | $17,481 | $9,614+81.8% | $9,135+91.4% | $6,407+172.8% |
| Admin fee / account holder | $5,654 | $17,308-67.3% | $16,298-65.3% | $12,270-53.9% |