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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 | $312,383 | $166,268+87.9% | $165,100+89.2% | $145,897+114.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 9.14% | 100.52%-91.4pp | 70.21%-61.1pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,877 | $5,284-64.5% | $4,348-56.8% | $4,663-59.8% |
| Participant deferral / active EE | $6,664 | $6,964-4.3% | $6,035+10.4% | $6,689-0.4% |
| Admin fee / account holder | $1,080 | $16,659-93.5% | $12,696-91.5% | $13,390-91.9% |