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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 | $301,391 | $159,978+88.4% | $147,041+105.0% | $145,978+106.5% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 14.98% | 98.36%-83.4pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,674 | $5,288-68.3% | $4,935-66.1% | $4,662-64.1% |
| Participant deferral / active EE | $13,415 | $8,429+59.2% | $8,071+66.2% | $6,690+100.5% |
| Admin fee / account holder | $13,281 | $15,053-11.8% | $13,006+2.1% | $13,400-0.9% |