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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 | $328,894 | $209,425+57.0% | $178,499+84.3% | $158,966+106.9% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.97% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,610 | $5,707-71.8% | $5,011-67.9% | $4,762-66.2% |
| Participant deferral / active EE | $2,499 | $5,955-58.0% | $5,202-52.0% | $5,983-58.2% |
| Admin fee / account holder | $27,341 | $17,078+60.1% | $13,986+95.5% | $11,250+143.0% |