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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 | $183,627+82.5% | $155,602+115.4% | $145,978+129.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.89% | 61.32%-43.4pp | 64.81%-46.9pp | 550.52%-532.6pp |
| Employer contribution / active EE | $2,047 | $5,316-61.5% | $4,675-56.2% | $4,662-56.1% |
| Participant deferral / active EE | $4,500 | $6,466-30.4% | $5,629-20.1% | $6,690-32.7% |
| Admin fee / account holder | $3,702 | $19,327-80.8% | $15,923-76.8% | $13,400-72.4% |