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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 | $334,752 | $227,399+47.2% | $189,758+76.4% | $198,609+68.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 13.95% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,359 | $5,526-39.2% | $4,767-29.5% | $5,055-33.6% |
| Participant deferral / active EE | $8,016 | $6,837+17.3% | $5,856+36.9% | $6,977+14.9% |
| Admin fee / account holder | $3,814 | $25,162-84.8% | $20,388-81.3% | $19,030-80.0% |