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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 | $337,552 | $160,070+110.9% | $147,117+129.4% | $145,897+131.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.40% | 98.69%-82.3pp | 420.54%-404.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,776 | $5,285-66.4% | $4,932-64.0% | $4,663-61.9% |
| Participant deferral / active EE | $5,524 | $8,419-34.4% | $8,065-31.5% | $6,689-17.4% |
| Admin fee / account holder | $1,250 | $15,035-91.7% | $12,993-90.4% | $13,390-90.7% |