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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 | $311,531 | $208,088+49.7% | $186,193+67.3% | $154,746+101.3% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 13.44% | 89.97%-76.5pp | 78.03%-64.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,017 | $4,340-30.5% | $3,918-23.0% | $4,379-31.1% |
| Participant deferral / active EE | $10,844 | $7,078+53.2% | $6,513+66.5% | $6,730+61.1% |
| Admin fee / account holder | $43,918 | $11,698+275.4% | $11,058+297.2% | $14,365+205.7% |