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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 | $269,941 | $178,174+51.5% | $156,181+72.8% | $137,256+96.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 13.72% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,087 | $4,972-78.1% | $4,294-74.7% | $4,156-73.8% |
| Participant deferral / active EE | $10,522 | $6,888+52.8% | $6,132+71.6% | $6,407+64.2% |
| Admin fee / account holder | $4,588 | $17,404-73.6% | $14,586-68.5% | $12,270-62.6% |