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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 | $225,673+55.3% | $203,872+72.0% | $155,188+125.9% |
| Participation rate | 90.0% | 80.3%+9.7pp | 77.8%+12.2pp | 80.8%+9.2pp |
| Annual return | 10.10% | 95.91%-85.8pp | 85.11%-75.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $3,179 | $4,099-22.4% | $3,757-15.4% | $4,248-25.2% |
| Participant deferral / active EE | $6,785 | $6,893-1.6% | $6,388+6.2% | $6,531+3.9% |
| Admin fee / account holder | $5,286 | $12,327-57.1% | $11,730-54.9% | $14,480-63.5% |