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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 | $404,749 | $183,592+120.5% | $155,574+160.2% | $145,877+177.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.62% | 61.37%-41.8pp | 64.87%-45.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $2,590 | $5,317-51.3% | $4,676-44.6% | $4,663-44.5% |
| Participant deferral / active EE | $11,674 | $6,466+80.5% | $5,629+107.4% | $6,691+74.5% |
| Admin fee / account holder | $3,534 | $19,316-81.7% | $15,914-77.8% | $13,402-73.6% |