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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 | $374,845 | $157,296+138.3% | $141,191+165.5% | $152,897+145.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 19.05% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $3,716 | $5,262-29.4% | $4,736-21.5% | $4,764-22.0% |
| Participant deferral / active EE | $8,894 | $7,111+25.1% | $6,710+32.6% | $5,851+52.0% |
| Admin fee / account holder | $6,922 | $12,125-42.9% | $10,264-32.6% | $11,599-40.3% |