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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 | $252,957 | $175,259+44.3% | $149,723+68.9% | $139,487+81.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.06% | 166.82%-146.8pp | 134.50%-114.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,920 | $5,478-46.7% | $4,821-39.4% | $4,755-38.6% |
| Participant deferral / active EE | $4,910 | $6,522-24.7% | $5,682-13.6% | $6,713-26.9% |
| Admin fee / account holder | $4,588 | $16,158-71.6% | $13,215-65.3% | $11,407-59.8% |