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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 | $400,391 | $148,582+169.5% | $135,942+194.5% | $139,456+187.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 33.35% | 79.26%-45.9pp | 68.28%-34.9pp | 373.45%-340.1pp |
| Employer contribution / active EE | $4,954 | $5,245-5.5% | $4,858+2.0% | $4,753+4.2% |
| Participant deferral / active EE | $10,800 | $8,101+33.3% | $7,759+39.2% | $6,711+60.9% |
| Admin fee / account holder | $2,102 | $12,402-83.1% | $10,764-80.5% | $11,407-81.6% |