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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 | $346,327 | $99,053+249.6% | $88,179+292.8% | $138,895+149.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 18.60% | 78.17%-59.6pp | 64.97%-46.4pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,272 | $2,882-55.9% | $2,549-50.1% | $4,194-69.7% |
| Participant deferral / active EE | $5,180 | $5,225-0.9% | $4,614+12.3% | $6,396-19.0% |
| Admin fee / account holder | $28,379 | $8,748+224.4% | $7,673+269.9% | $12,562+125.9% |