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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 | $262,727 | $174,379+50.7% | $152,093+72.7% | $138,895+89.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 16.28% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $10,261 | $4,652+120.6% | $4,175+145.8% | $4,194+144.7% |
| Participant deferral / active EE | $8,393 | $6,159+36.3% | $5,451+54.0% | $6,396+31.2% |
| Admin fee / account holder | $835 | $16,880-95.1% | $14,497-94.2% | $12,562-93.4% |