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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 | $293,535 | $175,259+67.5% | $149,723+96.1% | $139,487+110.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.87% | 166.82%-153.9pp | 134.50%-121.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,731 | $5,478-50.1% | $4,821-43.4% | $4,755-42.6% |
| Participant deferral / active EE | $8,164 | $6,522+25.2% | $5,682+43.7% | $6,713+21.6% |
| Admin fee / account holder | $369 | $16,158-97.7% | $13,215-97.2% | $11,407-96.8% |