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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 | $306,712 | $209,425+46.5% | $178,499+71.8% | $158,966+92.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.69% | 188.80%-177.1pp | 151.10%-139.4pp | 302.95%-291.3pp |
| Employer contribution / active EE | $3,194 | $5,707-44.0% | $5,011-36.3% | $4,762-32.9% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $2,364 | $17,078-86.2% | $13,986-83.1% | $11,250-79.0% |