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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 | $262,785 | $175,259+49.9% | $149,723+75.5% | $139,487+88.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 16.38% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $5,500 | $5,478+0.4% | $4,821+14.1% | $4,755+15.7% |
| Participant deferral / active EE | $6,621 | $6,522+1.5% | $5,682+16.5% | $6,713-1.4% |
| Admin fee / account holder | $1,349 | $16,158-91.6% | $13,215-89.8% | $11,407-88.2% |