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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 | $319,840 | $165,399+93.4% | $149,745+113.6% | $158,982+101.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 21.70% | 348.34%-326.6pp | 276.72%-255.0pp | 302.99%-281.3pp |
| Employer contribution / active EE | $2,979 | $5,105-41.6% | $4,646-35.9% | $4,763-37.4% |
| Participant deferral / active EE | $3,656 | $7,183-49.1% | $6,843-46.6% | $5,983-38.9% |
| Admin fee / account holder | $2,825 | $10,811-73.9% | $9,312-69.7% | $11,252-74.9% |