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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 | $260,692 | $160,070+62.9% | $147,117+77.2% | $145,897+78.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.97% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,569 | $5,285-32.5% | $4,932-27.6% | $4,663-23.5% |
| Participant deferral / active EE | $6,750 | $8,419-19.8% | $8,065-16.3% | $6,689+0.9% |
| Admin fee / account holder | $4,187 | $15,035-72.2% | $12,993-67.8% | $13,390-68.7% |