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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 | $300,508 | $165,381+81.7% | $149,730+100.7% | $158,966+89.0% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 17.73% | 348.29%-330.6pp | 276.70%-259.0pp | 302.95%-285.2pp |
| Employer contribution / active EE | $3,785 | $5,104-25.8% | $4,645-18.5% | $4,762-20.5% |
| Participant deferral / active EE | $13,878 | $7,182+93.2% | $6,843+102.8% | $5,983+132.0% |
| Admin fee / account holder | $1,374 | $10,809-87.3% | $9,310-85.2% | $11,250-87.8% |