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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 | $166,131+122.9% | $164,975+124.4% | $145,877+153.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 12.38% | 100.37%-88.0pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,892 | $5,276-64.1% | $4,343-56.4% | $4,663-59.4% |
| Participant deferral / active EE | $14,307 | $6,962+105.5% | $6,033+137.1% | $6,691+113.8% |
| Admin fee / account holder | $7,838 | $16,648-52.9% | $12,688-38.2% | $13,402-41.5% |