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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 | $253,206 | $157,304+61.0% | $141,197+79.3% | $152,909+65.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 16.14% | 64.34%-48.2pp | 71.41%-55.3pp | 345.46%-329.3pp |
| Employer contribution / active EE | $9,541 | $5,263+81.3% | $4,736+101.5% | $4,764+100.3% |
| Participant deferral / active EE | $9,000 | $7,111+26.6% | $6,710+34.1% | $5,851+53.8% |
| Admin fee / account holder | $8,829 | $12,126-27.2% | $10,265-14.0% | $11,601-23.9% |