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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 | $395,343 | $160,070+147.0% | $147,117+168.7% | $145,897+171.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.97% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,789 | $5,285-66.2% | $4,932-63.7% | $4,663-61.6% |
| Participant deferral / active EE | $12,176 | $8,419+44.6% | $8,065+51.0% | $6,689+82.0% |
| Admin fee / account holder | $12,827 | $15,035-14.7% | $12,993-1.3% | $13,390-4.2% |