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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 | $268,099 | $208,088+28.8% | $186,193+44.0% | $154,746+73.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 16.79% | 89.97%-73.2pp | 78.03%-61.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,262 | $4,340-1.8% | $3,918+8.8% | $4,379-2.7% |
| Participant deferral / active EE | $4,965 | $7,078-29.9% | $6,513-23.8% | $6,730-26.2% |
| Admin fee / account holder | $477 | $11,698-95.9% | $11,058-95.7% | $14,365-96.7% |