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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 | $266,660 | $208,088+28.1% | $186,193+43.2% | $154,746+72.3% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.1%+9.6pp | 80.7%+6.0pp |
| Annual return | 17.32% | 89.97%-72.7pp | 78.03%-60.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,488 | $4,340-42.7% | $3,918-36.5% | $4,379-43.2% |
| Participant deferral / active EE | $9,051 | $7,078+27.9% | $6,513+39.0% | $6,730+34.5% |
| Admin fee / account holder | $4,726 | $11,698-59.6% | $11,058-57.3% | $14,365-67.1% |