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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 | $251,506 | $97,125+158.9% | $86,233+191.7% | $137,256+83.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 22.34% | 74.19%-51.8pp | 61.39%-39.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,486 | $2,841+22.7% | $2,504+39.2% | $4,156-16.1% |
| Participant deferral / active EE | $7,855 | $5,180+51.6% | $4,559+72.3% | $6,407+22.6% |
| Admin fee / account holder | $1,327 | $9,725-86.4% | $8,342-84.1% | $12,270-89.2% |