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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 | $340,958 | $157,296+116.8% | $141,191+141.5% | $152,897+123.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 18.88% | 64.34%-45.5pp | 71.41%-52.5pp | 345.43%-326.6pp |
| Employer contribution / active EE | $4,002 | $5,262-24.0% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $13,392 | $7,111+88.3% | $6,710+99.6% | $5,851+128.9% |
| Admin fee / account holder | $3,712 | $12,125-69.4% | $10,264-63.8% | $11,599-68.0% |