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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 | $311,518 | $183,627+69.6% | $155,602+100.2% | $145,978+113.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.31% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $14,198 | $5,316+167.1% | $4,675+203.7% | $4,662+204.6% |
| Participant deferral / active EE | $9,667 | $6,466+49.5% | $5,629+71.7% | $6,690+44.5% |
| Admin fee / account holder | $3,198 | $19,327-83.5% | $15,923-79.9% | $13,400-76.1% |