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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 | $250,306 | $125,190+99.9% | $105,624+137.0% | $145,897+71.6% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.8pp | 80.3%-8.9pp |
| Annual return | 10.50% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,631 | $3,720-56.1% | $3,168-48.5% | $4,663-65.0% |
| Participant deferral / active EE | $7,225 | $5,716+26.4% | $5,013+44.1% | $6,689+8.0% |
| Admin fee / account holder | $572 | $17,138-96.7% | $10,961-94.8% | $13,390-95.7% |