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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 | $260,372 | $176,105+47.9% | $159,474+63.3% | $167,536+55.4% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.06% | 331.91%-321.9pp | 263.68%-253.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $2,811 | $5,299-47.0% | $4,831-41.8% | $4,839-41.9% |
| Participant deferral / active EE | $11,038 | $7,751+42.4% | $7,353+50.1% | $6,342+74.0% |
| Admin fee / account holder | $8,023 | $12,559-36.1% | $10,802-25.7% | $12,315-34.9% |