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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 | $318,453 | $148,582+114.3% | $135,942+134.3% | $139,456+128.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.98% | 79.26%-64.3pp | 68.28%-53.3pp | 373.45%-358.5pp |
| Employer contribution / active EE | $2,701 | $5,245-48.5% | $4,858-44.4% | $4,753-43.2% |
| Participant deferral / active EE | $13,502 | $8,101+66.7% | $7,759+74.0% | $6,711+101.2% |
| Admin fee / account holder | $4,566 | $12,402-63.2% | $10,764-57.6% | $11,407-60.0% |