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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 | $259,542 | $111,535+132.7% | $105,223+146.7% | $137,256+89.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.68% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,539 | $3,939-35.5% | $3,689-31.2% | $4,156-38.9% |
| Participant deferral / active EE | $9,904 | $5,500+80.1% | $5,072+95.3% | $6,407+54.6% |
| Admin fee / account holder | $6,065 | $9,721-37.6% | $8,859-31.5% | $12,270-50.6% |