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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 | $478,997 | $222,882+114.9% | $182,153+163.0% | $198,609+141.2% |
| Participation rate | 72.7% | 67.8%+5.0pp | 65.7%+7.0pp | 82.4%-9.7pp |
| Annual return | 12.49% | 38.53%-26.0pp | 35.04%-22.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $4,367 | $2,741+59.3% | $2,593+68.4% | $5,055-13.6% |
| Participant deferral / active EE | $6,141 | $4,212+45.8% | $3,776+62.6% | $6,977-12.0% |
| Admin fee / account holder | $10,401 | $8,972+15.9% | $9,477+9.8% | $19,030-45.3% |