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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 | $339,643 | $208,088+63.2% | $186,193+82.4% | $154,746+119.5% |
| Participation rate | 93.3% | 80.0%+13.3pp | 77.1%+16.2pp | 80.7%+12.6pp |
| Annual return | 21.18% | 89.97%-68.8pp | 78.03%-56.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $18,383 | $4,340+323.6% | $3,918+369.2% | $4,379+319.8% |
| Participant deferral / active EE | $23,160 | $7,078+227.2% | $6,513+255.6% | $6,730+244.1% |
| Admin fee / account holder | $2,424 | $11,698-79.3% | $11,058-78.1% | $14,365-83.1% |