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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 | $322,639 | $217,427+48.4% | $185,837+73.6% | $167,518+92.6% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.7pp |
| Annual return | 18.77% | 148.39%-129.6pp | 122.08%-103.3pp | 478.71%-459.9pp |
| Employer contribution / active EE | $2,337 | $5,874-60.2% | $5,168-54.8% | $4,838-51.7% |
| Participant deferral / active EE | $2,710 | $6,357-57.4% | $5,568-51.3% | $6,342-57.3% |
| Admin fee / account holder | $2,081 | $19,816-89.5% | $16,241-87.2% | $12,312-83.1% |