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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 | $254,923 | $208,088+22.5% | $186,193+36.9% | $154,746+64.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 13.31% | 89.97%-76.7pp | 78.03%-64.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,563 | $4,340-64.0% | $3,918-60.1% | $4,379-64.3% |
| Participant deferral / active EE | $4,308 | $7,078-39.1% | $6,513-33.9% | $6,730-36.0% |
| Admin fee / account holder | $23,143 | $11,698+97.8% | $11,058+109.3% | $14,365+61.1% |