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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 | $323,933 | $97,125+233.5% | $86,233+275.6% | $137,256+136.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 20.24% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,404 | $2,841-15.4% | $2,504-4.0% | $4,156-42.2% |
| Participant deferral / active EE | $10,079 | $5,180+94.6% | $4,559+121.1% | $6,407+57.3% |
| Admin fee / account holder | $6,104 | $9,725-37.2% | $8,342-26.8% | $12,270-50.3% |