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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 | $329,215 | $209,336+57.3% | $197,124+67.0% | $137,256+139.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 13.35% | 48.09%-34.7pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,748 | $6,591-58.3% | $6,227-55.9% | $4,156-33.9% |
| Participant deferral / active EE | $7,668 | $9,614-20.2% | $9,135-16.1% | $6,407+19.7% |
| Admin fee / account holder | $56,847 | $17,308+228.4% | $16,298+248.8% | $12,270+363.3% |