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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 | $372,740 | $198,457+87.8% | $170,435+118.7% | $147,586+152.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.30% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $3,527 | $6,183-43.0% | $5,432-35.1% | $4,876-27.7% |
| Participant deferral / active EE | $8,631 | $5,629+53.3% | $4,939+74.7% | $5,439+58.7% |
| Admin fee / account holder | $13,262 | $16,852-21.3% | $13,881-4.5% | $10,886+21.8% |