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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 | $459,940 | $124,346+269.9% | $111,308+313.2% | $167,536+174.5% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 15.42% | 37.45%-22.0pp | 54.67%-39.2pp | 478.82%-463.4pp |
| Employer contribution / active EE | $3,041 | $3,437-11.5% | $2,732+11.3% | $4,839-37.2% |
| Participant deferral / active EE | $8,029 | $5,182+55.0% | $4,487+78.9% | $6,342+26.6% |
| Admin fee / account holder | $47,443 | $10,621+346.7% | $7,965+495.6% | $12,315+285.3% |