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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 | $150,207+122.3% | $120,380+177.4% | $145,978+128.8% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.35% | 154.28%-138.9pp | 107.28%-91.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $3,223 | $4,351-25.9% | $3,465-7.0% | $4,662-30.9% |
| Participant deferral / active EE | $6,828 | $6,175+10.6% | $4,992+36.8% | $6,690+2.1% |
| Admin fee / account holder | $1,205 | $12,203-90.1% | $9,421-87.2% | $13,400-91.0% |