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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 | $311,656 | $227,399+37.1% | $189,758+64.2% | $198,609+56.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 17.38% | 61.03%-43.7pp | 52.62%-35.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,689 | $5,526-51.3% | $4,767-43.6% | $5,055-46.8% |
| Participant deferral / active EE | $11,663 | $6,837+70.6% | $5,856+99.2% | $6,977+67.2% |
| Admin fee / account holder | $1,556 | $25,162-93.8% | $20,388-92.4% | $19,030-91.8% |