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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 | $156,398+60.5% | $147,318+70.3% | $138,895+80.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 13.41% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,246 | $4,853-33.1% | $4,593-29.3% | $4,194-22.6% |
| Participant deferral / active EE | $7,427 | $8,237-9.8% | $7,906-6.1% | $6,396+16.1% |
| Admin fee / account holder | $4,207 | $14,976-71.9% | $13,708-69.3% | $12,562-66.5% |