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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 | $281,437 | $142,354+97.7% | $125,529+124.2% | $155,188+81.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.7%+5.3pp | 80.8%-0.8pp |
| Annual return | 19.75% | 306.06%-286.3pp | 202.56%-182.8pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,029 | $3,501-42.0% | $3,058-33.6% | $4,248-52.2% |
| Participant deferral / active EE | $11,725 | $5,491+113.5% | $4,813+143.6% | $6,531+79.5% |
| Admin fee / account holder | $2,150 | $19,392-88.9% | $16,298-86.8% | $14,480-85.2% |