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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 | $108,882+192.6% | $96,754+229.2% | $154,746+105.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 70.3%+17.2pp | 80.7%+6.8pp |
| Annual return | 16.27% | 98.39%-82.1pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,617 | $3,018+86.1% | $2,679+109.7% | $4,379+28.3% |
| Participant deferral / active EE | $17,438 | $5,323+227.6% | $4,758+266.5% | $6,730+159.1% |
| Admin fee / account holder | $5,740 | $10,200-43.7% | $8,905-35.5% | $14,365-60.0% |