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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 | $313,838 | $107,353+192.3% | $92,903+237.8% | $152,885+105.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 18.34% | 145.62%-127.3pp | 109.43%-91.1pp | 345.39%-327.0pp |
| Employer contribution / active EE | $3,312 | $4,222-21.5% | $3,653-9.3% | $4,763-30.5% |
| Participant deferral / active EE | $8,346 | $4,848+72.2% | $4,238+96.9% | $5,851+42.6% |
| Admin fee / account holder | $5,491 | $7,081-22.5% | $5,795-5.2% | $11,598-52.7% |