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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 | $324,234 | $157,296+106.1% | $141,191+129.6% | $152,897+112.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 28.99% | 64.34%-35.4pp | 71.41%-42.4pp | 345.43%-316.4pp |
| Employer contribution / active EE | $2,870 | $5,262-45.5% | $4,736-39.4% | $4,764-39.7% |
| Participant deferral / active EE | $6,108 | $7,111-14.1% | $6,710-9.0% | $5,851+4.4% |
| Admin fee / account holder | $1,729 | $12,125-85.7% | $10,264-83.2% | $11,599-85.1% |