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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 | $287,749 | $118,496+142.8% | $98,461+192.2% | $139,466+106.3% |
| Participation rate | 78.6% | 77.5%+1.1pp | 75.2%+3.4pp | 80.3%-1.8pp |
| Annual return | 75.75% | 18.96%+56.8pp | 21.17%+54.6pp | 373.66%-297.9pp |
| Employer contribution / active EE | $2,137 | $3,611-40.8% | $3,049-29.9% | $4,754-55.0% |
| Participant deferral / active EE | $5,161 | $5,393-4.3% | $4,738+8.9% | $6,712-23.1% |
| Admin fee / account holder | $364 | $14,056-97.4% | $8,961-95.9% | $11,409-96.8% |