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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 | $290,980 | $134,817+115.8% | $123,973+134.7% | $155,188+87.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 14.19% | 515.49%-501.3pp | 388.13%-373.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,782 | $4,425-37.1% | $4,126-32.6% | $4,248-34.5% |
| Participant deferral / active EE | $9,290 | $5,706+62.8% | $5,247+77.1% | $6,531+42.2% |
| Admin fee / account holder | $1,313 | $13,245-90.1% | $11,799-88.9% | $14,480-90.9% |