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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 | $335,090 | $183,516+82.6% | $155,534+115.4% | $145,884+129.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.89% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $2,047 | $5,315-61.5% | $4,675-56.2% | $4,662-56.1% |
| Participant deferral / active EE | $4,500 | $6,467-30.4% | $5,630-20.1% | $6,690-32.7% |
| Admin fee / account holder | $3,702 | $19,293-80.8% | $15,900-76.7% | $13,392-72.4% |