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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 | $511,249 | $108,882+369.5% | $96,754+428.4% | $154,746+230.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 16.96% | 98.39%-81.4pp | 82.04%-65.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,878 | $3,018-4.6% | $2,679+7.4% | $4,379-34.3% |
| Participant deferral / active EE | $11,813 | $5,323+121.9% | $4,758+148.3% | $6,730+75.5% |
| Admin fee / account holder | $4,458 | $10,200-56.3% | $8,905-49.9% | $14,365-69.0% |