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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 | $457,723 | $129,737+252.8% | $119,126+284.2% | $154,746+195.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 14.16% | 379.08%-364.9pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,986 | $4,375-31.7% | $4,034-26.0% | $4,379-31.8% |
| Participant deferral / active EE | $12,739 | $5,842+118.1% | $5,318+139.5% | $6,730+89.3% |
| Admin fee / account holder | $2,003 | $11,961-83.3% | $10,693-81.3% | $14,365-86.1% |