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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 | $450,078 | $227,399+97.9% | $189,758+137.2% | $198,609+126.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 20.87% | 61.03%-40.2pp | 52.62%-31.8pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,919 | $5,526-65.3% | $4,767-59.7% | $5,055-62.0% |
| Participant deferral / active EE | $7,921 | $6,837+15.9% | $5,856+35.3% | $6,977+13.5% |
| Admin fee / account holder | $1,837 | $25,162-92.7% | $20,388-91.0% | $19,030-90.3% |