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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 | $290,216 | $183,539+58.1% | $155,556+86.6% | $145,897+98.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.15% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,738 | $5,315-48.5% | $4,675-41.4% | $4,663-41.3% |
| Participant deferral / active EE | $3,565 | $6,467-44.9% | $5,631-36.7% | $6,689-46.7% |
| Admin fee / account holder | $664 | $19,275-96.6% | $15,885-95.8% | $13,390-95.0% |