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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 | $333,726 | $208,088+60.4% | $186,193+79.2% | $154,746+115.7% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 12.30% | 89.97%-77.7pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,455 | $4,340-43.4% | $3,918-37.4% | $4,379-43.9% |
| Participant deferral / active EE | $7,881 | $7,078+11.3% | $6,513+21.0% | $6,730+17.1% |
| Admin fee / account holder | $3,289 | $11,698-71.9% | $11,058-70.3% | $14,365-77.1% |