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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 | $310,513 | $166,268+86.8% | $165,100+88.1% | $145,897+112.8% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 10.36% | 100.52%-90.2pp | 70.21%-59.9pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,751 | $5,284+8.8% | $4,348+32.3% | $4,663+23.3% |
| Participant deferral / active EE | $7,730 | $6,964+11.0% | $6,035+28.1% | $6,689+15.6% |
| Admin fee / account holder | $1,397 | $16,659-91.6% | $12,696-89.0% | $13,390-89.6% |