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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 | $381,262 | $197,603+92.9% | $177,827+114.4% | $158,950+139.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 12.78% | 58.76%-46.0pp | 48.32%-35.5pp | 302.91%-290.1pp |
| Employer contribution / active EE | $1,518 | $6,698-77.3% | $5,918-74.4% | $4,762-68.1% |
| Participant deferral / active EE | $14,795 | $8,404+76.0% | $7,713+91.8% | $5,983+147.3% |
| Admin fee / account holder | $47,448 | $15,402+208.1% | $12,429+281.8% | $11,248+321.8% |