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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 | $359,297 | $217,432+65.2% | $185,851+93.3% | $167,553+114.4% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 11.07% | 148.43%-137.4pp | 122.11%-111.0pp | 478.89%-467.8pp |
| Employer contribution / active EE | $3,696 | $5,874-37.1% | $5,168-28.5% | $4,840-23.6% |
| Participant deferral / active EE | $10,811 | $6,357+70.1% | $5,569+94.1% | $6,343+70.5% |
| Admin fee / account holder | $4,694 | $19,820-76.3% | $16,245-71.1% | $12,316-61.9% |