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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 | $290,886 | $148,582+95.8% | $135,942+114.0% | $139,456+108.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 19.68% | 79.26%-59.6pp | 68.28%-48.6pp | 373.45%-353.8pp |
| Employer contribution / active EE | $3,410 | $5,245-35.0% | $4,858-29.8% | $4,753-28.3% |
| Participant deferral / active EE | $10,055 | $8,101+24.1% | $7,759+29.6% | $6,711+49.8% |
| Admin fee / account holder | $6,068 | $12,402-51.1% | $10,764-43.6% | $11,407-46.8% |