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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 | $296,054 | $148,629+99.2% | $135,982+117.7% | $139,487+112.2% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 22.90% | 79.33%-56.4pp | 68.32%-45.4pp | 373.84%-350.9pp |
| Employer contribution / active EE | $2,316 | $5,247-55.9% | $4,859-52.3% | $4,755-51.3% |
| Participant deferral / active EE | $4,711 | $8,102-41.9% | $7,760-39.3% | $6,713-29.8% |
| Admin fee / account holder | $4,326 | $12,406-65.1% | $10,767-59.8% | $11,407-62.1% |