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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 | $260,851 | $111,535+133.9% | $105,223+147.9% | $137,256+90.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 11.81% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,870 | $3,939+23.6% | $3,689+32.0% | $4,156+17.2% |
| Participant deferral / active EE | $13,131 | $5,500+138.7% | $5,072+158.9% | $6,407+105.0% |
| Admin fee / account holder | $23,538 | $9,721+142.1% | $8,859+165.7% | $12,270+91.8% |