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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 | $332,759 | $175,212+89.9% | $149,682+122.3% | $139,427+138.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.62% | 166.63%-151.0pp | 134.35%-118.7pp | 373.27%-357.7pp |
| Employer contribution / active EE | $3,829 | $5,475-30.1% | $4,818-20.5% | $4,752-19.4% |
| Participant deferral / active EE | $8,707 | $6,520+33.5% | $5,681+53.3% | $6,711+29.7% |
| Admin fee / account holder | $4,270 | $16,150-73.6% | $13,210-67.7% | $11,404-62.6% |