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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 | $322,354 | $157,304+104.9% | $141,197+128.3% | $152,909+110.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 22.68% | 64.34%-41.7pp | 71.41%-48.7pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,782 | $5,263-47.1% | $4,736-41.3% | $4,764-41.6% |
| Participant deferral / active EE | $7,982 | $7,111+12.3% | $6,710+19.0% | $5,851+36.4% |
| Admin fee / account holder | $1,001 | $12,126-91.7% | $10,265-90.2% | $11,601-91.4% |