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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 | $963,700 | $208,088+363.1% | $186,193+417.6% | $154,746+522.8% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 11.74% | 89.97%-78.2pp | 78.03%-66.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,880 | $4,340-56.7% | $3,918-52.0% | $4,379-57.1% |
| Participant deferral / active EE | $10,075 | $7,078+42.3% | $6,513+54.7% | $6,730+49.7% |
| Admin fee / account holder | $27,214 | $11,698+132.6% | $11,058+146.1% | $14,365+89.4% |