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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 | $334,092 | $108,911+206.8% | $100,392+232.8% | $145,884+129.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 37.68% | 58.23%-20.5pp | 49.45%-11.8pp | 551.85%-514.2pp |
| Employer contribution / active EE | $3,387 | $4,420-23.4% | $3,941-14.1% | $4,662-27.4% |
| Participant deferral / active EE | $9,194 | $8,459+8.7% | $8,090+13.7% | $6,690+37.4% |
| Admin fee / account holder | $2,277 | $9,698-76.5% | $7,904-71.2% | $13,392-83.0% |