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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 | $306,658 | $157,304+94.9% | $141,197+117.2% | $152,909+100.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.88% | 64.34%-40.5pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,227 | $5,263-57.7% | $4,736-53.0% | $4,764-53.3% |
| Participant deferral / active EE | $11,840 | $7,111+66.5% | $6,710+76.5% | $5,851+102.4% |
| Admin fee / account holder | $378 | $12,126-96.9% | $10,265-96.3% | $11,601-96.7% |