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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 | $329,152 | $162,136+103.0% | $152,301+116.1% | $154,746+112.7% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 12.04% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,329 | $4,890-52.4% | $4,624-49.6% | $4,379-46.8% |
| Participant deferral / active EE | $8,487 | $8,341+1.8% | $8,004+6.0% | $6,730+26.1% |
| Admin fee / account holder | $2,694 | $15,759-82.9% | $14,398-81.3% | $14,365-81.2% |