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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 | $330,026 | $217,432+51.8% | $185,849+77.6% | $167,536+97.0% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 18.62% | 148.42%-129.8pp | 122.10%-103.5pp | 478.82%-460.2pp |
| Employer contribution / active EE | $8,196 | $5,875+39.5% | $5,169+58.6% | $4,839+69.4% |
| Participant deferral / active EE | $5,512 | $6,357-13.3% | $5,569-1.0% | $6,342-13.1% |
| Admin fee / account holder | $827 | $19,818-95.8% | $16,244-94.9% | $12,315-93.3% |