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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 | $312,404 | $157,304+98.6% | $141,197+121.3% | $152,909+104.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 22.52% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $5,764 | $5,263+9.5% | $4,736+21.7% | $4,764+21.0% |
| Participant deferral / active EE | $16,881 | $7,111+137.4% | $6,710+151.6% | $5,851+188.5% |
| Admin fee / account holder | $2,225 | $12,126-81.6% | $10,265-78.3% | $11,601-80.8% |