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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 | $432,559 | $114,119+279.0% | $107,187+303.6% | $138,895+211.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 13.18% | 273.21%-260.0pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,201 | $4,059-45.8% | $3,782-41.8% | $4,194-47.5% |
| Participant deferral / active EE | $10,369 | $5,538+87.2% | $5,096+103.5% | $6,396+62.1% |
| Admin fee / account holder | $2,138 | $10,024-78.7% | $9,162-76.7% | $12,562-83.0% |