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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 | $162,136+69.3% | $152,301+80.2% | $154,746+77.4% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 15.80% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $12,226 | $4,890+150.0% | $4,624+164.4% | $4,379+179.2% |
| Participant deferral / active EE | $12,294 | $8,341+47.4% | $8,004+53.6% | $6,730+82.7% |
| Admin fee / account holder | $894 | $15,759-94.3% | $14,398-93.8% | $14,365-93.8% |