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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 | $451,963 | $183,516+146.3% | $155,534+190.6% | $145,884+209.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 39.59% | 61.43%-21.8pp | 64.92%-25.3pp | 551.85%-512.3pp |
| Employer contribution / active EE | $2,225 | $5,315-58.1% | $4,675-52.4% | $4,662-52.3% |
| Participant deferral / active EE | $16,811 | $6,467+160.0% | $5,630+198.6% | $6,690+151.3% |
| Admin fee / account holder | $23,025 | $19,293+19.3% | $15,900+44.8% | $13,392+71.9% |