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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 | $370,517 | $105,210+252.2% | $159,487+132.3% | $85,851+331.6% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.8%-12.5pp | 69.3%+1.0pp |
| Annual return | 15.31% | 45.08%-29.8pp | 263.71%-248.4pp | 318.63%-303.3pp |
| Employer contribution / active EE | $3,543 | $3,319+6.8% | $4,831-26.7% | $2,565+38.1% |
| Participant deferral / active EE | $5,600 | $5,946-5.8% | $7,354-23.8% | $3,952+41.7% |
| Admin fee / account holder | $1,747 | $6,934-74.8% | $10,804-83.8% | $6,261-72.1% |