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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 | $333,975 | $150,346+122.1% | $120,524+177.1% | $145,877+128.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.35% | 154.40%-139.1pp | 107.36%-92.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,223 | $4,353-26.0% | $3,469-7.1% | $4,663-30.9% |
| Participant deferral / active EE | $6,828 | $6,172+10.6% | $4,994+36.7% | $6,691+2.1% |
| Admin fee / account holder | $1,205 | $12,215-90.1% | $9,440-87.2% | $13,402-91.0% |