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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 | $251,850 | $217,432+15.8% | $185,849+35.5% | $167,536+50.3% |
| Participation rate | 78.9% | 86.1%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 13.28% | 148.42%-135.1pp | 122.10%-108.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,259 | $5,875-78.6% | $5,169-75.6% | $4,839-74.0% |
| Participant deferral / active EE | $4,748 | $6,357-25.3% | $5,569-14.7% | $6,342-25.1% |
| Admin fee / account holder | $2,191 | $19,818-88.9% | $16,244-86.5% | $12,315-82.2% |