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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 | $278,317 | $157,304+76.9% | $141,197+97.1% | $152,909+82.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 25.31% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $3,116 | $5,263-40.8% | $4,736-34.2% | $4,764-34.6% |
| Participant deferral / active EE | $8,356 | $7,111+17.5% | $6,710+24.5% | $5,851+42.8% |
| Admin fee / account holder | $1,555 | $12,126-87.2% | $10,265-84.9% | $11,601-86.6% |