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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 | $370,279 | $166,242+122.7% | $165,071+124.3% | $145,884+153.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 12.38% | 100.44%-88.1pp | 70.17%-57.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,892 | $5,283-64.2% | $4,347-56.5% | $4,662-59.4% |
| Participant deferral / active EE | $14,307 | $6,964+105.4% | $6,035+137.1% | $6,690+113.9% |
| Admin fee / account holder | $7,838 | $16,658-53.0% | $12,695-38.3% | $13,392-41.5% |