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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 | $353,943 | $160,040+121.2% | $147,096+140.6% | $145,877+142.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.96% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,006 | $5,289-5.4% | $4,936+1.4% | $4,663+7.4% |
| Participant deferral / active EE | $10,408 | $8,429+23.5% | $8,071+29.0% | $6,691+55.6% |
| Admin fee / account holder | $3,534 | $15,050-76.5% | $13,005-72.8% | $13,402-73.6% |