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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 | $367,476 | $208,088+76.6% | $186,193+97.4% | $154,746+137.5% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 16.25% | 89.97%-73.7pp | 78.03%-61.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $7,713 | $4,340+77.7% | $3,918+96.8% | $4,379+76.1% |
| Participant deferral / active EE | $18,038 | $7,078+154.9% | $6,513+177.0% | $6,730+168.0% |
| Admin fee / account holder | $14,610 | $11,698+24.9% | $11,058+32.1% | $14,365+1.7% |