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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 | $318,375 | $217,432+46.4% | $185,849+71.3% | $167,536+90.0% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 10.17% | 148.42%-138.2pp | 122.10%-111.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $2,379 | $5,875-59.5% | $5,169-54.0% | $4,839-50.8% |
| Participant deferral / active EE | $3,928 | $6,357-38.2% | $5,569-29.5% | $6,342-38.1% |
| Admin fee / account holder | $29,103 | $19,818+46.8% | $16,244+79.2% | $12,315+136.3% |