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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 | $292,164 | $165,381+76.7% | $149,730+95.1% | $158,966+83.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.66% | 348.29%-333.6pp | 276.70%-262.0pp | 302.95%-288.3pp |
| Employer contribution / active EE | $5,179 | $5,104+1.5% | $4,645+11.5% | $4,762+8.8% |
| Participant deferral / active EE | $9,172 | $7,182+27.7% | $6,843+34.0% | $5,983+53.3% |
| Admin fee / account holder | $2,995 | $10,809-72.3% | $9,310-67.8% | $11,250-73.4% |