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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 | $416,451 | $183,539+126.9% | $155,556+167.7% | $145,897+185.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.86% | 61.31%-50.4pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,437 | $5,315-54.1% | $4,675-47.9% | $4,663-47.7% |
| Participant deferral / active EE | $11,903 | $6,467+84.1% | $5,631+111.4% | $6,689+77.9% |
| Admin fee / account holder | $5,992 | $19,275-68.9% | $15,885-62.3% | $13,390-55.2% |