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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 | $251,669 | $126,113+99.6% | $116,096+116.8% | $155,188+62.2% |
| Participation rate | 72.7% | 75.1%-2.4pp | 73.3%-0.6pp | 80.8%-8.1pp |
| Annual return | 12.00% | 391.72%-379.7pp | 326.25%-314.2pp | 148.84%-136.8pp |
| Employer contribution / active EE | $631 | $2,672-76.4% | $2,503-74.8% | $4,248-85.1% |
| Participant deferral / active EE | $1,819 | $4,162-56.3% | $3,952-54.0% | $6,531-72.2% |
| Admin fee / account holder | $3,073 | $8,045-61.8% | $7,704-60.1% | $14,480-78.8% |