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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 | $265,935 | $166,268+59.9% | $165,100+61.1% | $145,897+82.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.78% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,772 | $5,284-66.5% | $4,348-59.2% | $4,663-62.0% |
| Participant deferral / active EE | $12,781 | $6,964+83.5% | $6,035+111.8% | $6,689+91.1% |
| Admin fee / account holder | $541 | $16,659-96.8% | $12,696-95.7% | $13,390-96.0% |