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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 | $339,393 | $217,427+56.1% | $185,837+82.6% | $167,518+102.6% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 25.10% | 148.39%-123.3pp | 122.08%-97.0pp | 478.71%-453.6pp |
| Employer contribution / active EE | $2,345 | $5,874-60.1% | $5,168-54.6% | $4,838-51.5% |
| Participant deferral / active EE | $4,278 | $6,357-32.7% | $5,568-23.2% | $6,342-32.5% |
| Admin fee / account holder | $4,814 | $19,816-75.7% | $16,241-70.4% | $12,312-60.9% |