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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 | $267,042 | $183,592+45.5% | $155,574+71.6% | $145,877+83.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.03% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,344 | $5,317-55.9% | $4,676-49.9% | $4,663-49.7% |
| Participant deferral / active EE | $4,173 | $6,466-35.5% | $5,629-25.9% | $6,691-37.6% |
| Admin fee / account holder | $26,612 | $19,316+37.8% | $15,914+67.2% | $13,402+98.6% |