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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 | $397,138 | $183,592+116.3% | $155,567+155.3% | $145,959+172.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 17.25% | 61.24%-44.0pp | 64.74%-47.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $3,070 | $5,315-42.2% | $4,674-34.3% | $4,661-34.1% |
| Participant deferral / active EE | $7,768 | $6,464+20.2% | $5,628+38.0% | $6,689+16.1% |
| Admin fee / account holder | $15,054 | $19,318-22.1% | $15,916-5.4% | $13,398+12.4% |