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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 | $437,971 | $157,304+178.4% | $141,197+210.2% | $152,909+186.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,065 | $5,263-79.8% | $4,736-77.5% | $4,764-77.7% |
| Participant deferral / active EE | $7,527 | $7,111+5.8% | $6,710+12.2% | $5,851+28.6% |
| Admin fee / account holder | $64,349 | $12,126+430.7% | $10,265+526.9% | $11,601+454.7% |