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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 | $283,567 | $108,882+160.4% | $96,754+193.1% | $154,746+83.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 16.20% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,227 | $3,018-26.2% | $2,679-16.9% | $4,379-49.2% |
| Participant deferral / active EE | $5,207 | $5,323-2.2% | $4,758+9.4% | $6,730-22.6% |
| Admin fee / account holder | $20,231 | $10,200+98.3% | $8,905+127.2% | $14,365+40.8% |