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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 | $289,799 | $152,612+89.9% | $125,192+131.5% | $152,897+89.5% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.5%+8.0pp |
| Annual return | 22.52% | 54.85%-32.3pp | 43.79%-21.3pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,837 | $4,947-22.4% | $3,866-0.7% | $4,764-19.4% |
| Participant deferral / active EE | $8,142 | $5,868+38.7% | $4,937+64.9% | $5,851+39.1% |
| Admin fee / account holder | $922 | $13,437-93.1% | $9,704-90.5% | $11,599-92.0% |