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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 | $409,692 | $208,088+96.9% | $186,193+120.0% | $154,746+164.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 17.13% | 89.97%-72.8pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,263 | $4,340-47.9% | $3,918-42.2% | $4,379-48.3% |
| Participant deferral / active EE | $10,431 | $7,078+47.4% | $6,513+60.2% | $6,730+55.0% |
| Admin fee / account holder | $2,301 | $11,698-80.3% | $11,058-79.2% | $14,365-84.0% |