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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 | $175,259+89.9% | $149,723+122.2% | $139,487+138.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.62% | 166.82%-151.2pp | 134.50%-118.9pp | 373.84%-358.2pp |
| Employer contribution / active EE | $3,829 | $5,478-30.1% | $4,821-20.6% | $4,755-19.5% |
| Participant deferral / active EE | $8,707 | $6,522+33.5% | $5,682+53.2% | $6,713+29.7% |
| Admin fee / account holder | $4,270 | $16,158-73.6% | $13,215-67.7% | $11,407-62.6% |