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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 | $255,741 | $111,535+129.3% | $105,223+143.0% | $137,256+86.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 18.57% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,233 | $3,939-43.3% | $3,689-39.5% | $4,156-46.3% |
| Participant deferral / active EE | $6,846 | $5,500+24.5% | $5,072+35.0% | $6,407+6.9% |
| Admin fee / account holder | $998 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |