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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 | $294,562 | $160,070+84.0% | $147,117+100.2% | $145,897+101.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.64% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,095 | $5,285-60.4% | $4,932-57.5% | $4,663-55.1% |
| Participant deferral / active EE | $8,716 | $8,419+3.5% | $8,065+8.1% | $6,689+30.3% |
| Admin fee / account holder | $1,328 | $15,035-91.2% | $12,993-89.8% | $13,390-90.1% |