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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 | $281,420 | $175,259+60.6% | $149,723+88.0% | $139,487+101.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 12.76% | 166.82%-154.1pp | 134.50%-121.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,263 | $5,478-58.7% | $4,821-53.1% | $4,755-52.4% |
| Participant deferral / active EE | $12,330 | $6,522+89.1% | $5,682+117.0% | $6,713+83.7% |
| Admin fee / account holder | $8,263 | $16,158-48.9% | $13,215-37.5% | $11,407-27.6% |