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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 | $384,139 | $160,070+140.0% | $147,117+161.1% | $145,897+163.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.90% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $3,644 | $5,285-31.0% | $4,932-26.1% | $4,663-21.8% |
| Participant deferral / active EE | $13,590 | $8,419+61.4% | $8,065+68.5% | $6,689+103.2% |
| Admin fee / account holder | $3,719 | $15,035-75.3% | $12,993-71.4% | $13,390-72.2% |