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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 | $99,053+227.0% | $88,179+267.4% | $138,895+133.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 20.24% | 78.17%-57.9pp | 64.97%-44.7pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,404 | $2,882-16.6% | $2,549-5.7% | $4,194-42.7% |
| Participant deferral / active EE | $10,079 | $5,225+92.9% | $4,614+118.5% | $6,396+57.6% |
| Admin fee / account holder | $6,104 | $8,748-30.2% | $7,673-20.5% | $12,562-51.4% |