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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 | $250,952 | $196,972+27.4% | $182,262+37.7% | $198,609+26.4% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 13.41% | 158.27%-144.9pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $3,246 | $5,364-39.5% | $5,046-35.7% | $5,055-35.8% |
| Participant deferral / active EE | $7,427 | $8,643-14.1% | $8,276-10.3% | $6,977+6.5% |
| Admin fee / account holder | $4,207 | $18,429-77.2% | $16,712-74.8% | $19,030-77.9% |