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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 | $264,687 | $196,972+34.4% | $182,262+45.2% | $198,609+33.3% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 12.63% | 158.27%-145.6pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,201 | $5,364-40.3% | $5,046-36.6% | $5,055-36.7% |
| Participant deferral / active EE | $6,084 | $8,643-29.6% | $8,276-26.5% | $6,977-12.8% |
| Admin fee / account holder | $379 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |