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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 | $274,460 | $154,228+78.0% | $145,433+88.7% | $137,256+100.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 15.80% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $12,226 | $4,804+154.5% | $4,554+168.4% | $4,156+194.2% |
| Participant deferral / active EE | $12,294 | $8,216+49.6% | $7,897+55.7% | $6,407+91.9% |
| Admin fee / account holder | $894 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |