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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 | $318,549 | $97,125+228.0% | $86,233+269.4% | $137,256+132.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 16.27% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,617 | $2,841+97.7% | $2,504+124.3% | $4,156+35.2% |
| Participant deferral / active EE | $17,438 | $5,180+236.7% | $4,559+282.5% | $6,407+172.2% |
| Admin fee / account holder | $5,740 | $9,725-41.0% | $8,342-31.2% | $12,270-53.2% |