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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 | $311,257 | $157,276+97.9% | $141,177+120.5% | $152,885+103.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.05% | 64.33%-40.3pp | 71.40%-47.4pp | 345.39%-321.3pp |
| Employer contribution / active EE | $3,100 | $5,262-41.1% | $4,736-34.5% | $4,763-34.9% |
| Participant deferral / active EE | $5,050 | $7,110-29.0% | $6,710-24.7% | $5,851-13.7% |
| Admin fee / account holder | $2,166 | $12,123-82.1% | $10,263-78.9% | $11,598-81.3% |