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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 | $398,905 | $165,381+141.2% | $149,730+166.4% | $158,966+150.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 9.13% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.8pp |
| Employer contribution / active EE | $3,384 | $5,104-33.7% | $4,645-27.2% | $4,762-28.9% |
| Participant deferral / active EE | $20,770 | $7,182+189.2% | $6,843+203.5% | $5,983+247.1% |
| Admin fee / account holder | $5,469 | $10,809-49.4% | $9,310-41.3% | $11,250-51.4% |