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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 | $335,582 | $160,028+109.7% | $147,080+128.2% | $145,884+130.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.06% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,466 | $5,286-53.4% | $4,933-50.0% | $4,662-47.1% |
| Participant deferral / active EE | $7,167 | $8,422-14.9% | $8,066-11.2% | $6,690+7.1% |
| Admin fee / account holder | $14,853 | $15,030-1.2% | $12,989+14.4% | $13,392+10.9% |