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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 | $350,582 | $208,088+68.5% | $186,193+88.3% | $154,746+126.6% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.1%+12.9pp | 80.7%+9.3pp |
| Annual return | 10.10% | 89.97%-79.9pp | 78.03%-67.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $3,179 | $4,340-26.8% | $3,918-18.9% | $4,379-27.4% |
| Participant deferral / active EE | $6,785 | $7,078-4.1% | $6,513+4.2% | $6,730+0.8% |
| Admin fee / account holder | $5,286 | $11,698-54.8% | $11,058-52.2% | $14,365-63.2% |