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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 | $253,394 | $108,882+132.7% | $96,754+161.9% | $154,746+63.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 22.21% | 98.39%-76.2pp | 82.04%-59.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,383 | $3,018-21.1% | $2,679-11.1% | $4,379-45.6% |
| Participant deferral / active EE | $7,550 | $5,323+41.8% | $4,758+58.7% | $6,730+12.2% |
| Admin fee / account holder | $1,387 | $10,200-86.4% | $8,905-84.4% | $14,365-90.3% |