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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 | $330,955 | $111,535+196.7% | $105,223+214.5% | $137,256+141.1% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 15.08% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,241 | $3,939-17.7% | $3,689-12.1% | $4,156-22.0% |
| Participant deferral / active EE | $7,801 | $5,500+41.8% | $5,072+53.8% | $6,407+21.8% |
| Admin fee / account holder | $4,328 | $9,721-55.5% | $8,859-51.1% | $12,270-64.7% |