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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 | $275,105 | $209,428+31.4% | $178,498+54.1% | $158,950+73.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 21.20% | 188.78%-167.6pp | 151.09%-129.9pp | 302.91%-281.7pp |
| Employer contribution / active EE | $2,191 | $5,707-61.6% | $5,011-56.3% | $4,762-54.0% |
| Participant deferral / active EE | $8,473 | $5,955+42.3% | $5,202+62.9% | $5,983+41.6% |
| Admin fee / account holder | $5,576 | $17,077-67.3% | $13,985-60.1% | $11,248-50.4% |