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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 | $393,908 | $101,618+287.6% | $93,063+323.3% | $137,256+187.0% |
| Participation rate | 77.8% | 74.9%+2.8pp | 72.1%+5.7pp | 80.0%-2.2pp |
| Annual return | 14.61% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,657 | $2,707-1.9% | $2,476+7.3% | $4,156-36.1% |
| Participant deferral / active EE | $6,067 | $4,279+41.8% | $3,958+53.3% | $6,407-5.3% |
| Admin fee / account holder | $831 | $6,198-86.6% | $6,033-86.2% | $12,270-93.2% |