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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 | $305,752 | $157,276+94.4% | $141,177+116.6% | $152,885+100.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 14.92% | 64.33%-49.4pp | 71.40%-56.5pp | 345.39%-330.5pp |
| Employer contribution / active EE | $1,618 | $5,262-69.2% | $4,736-65.8% | $4,763-66.0% |
| Participant deferral / active EE | $7,702 | $7,110+8.3% | $6,710+14.8% | $5,851+31.6% |
| Admin fee / account holder | $16,028 | $12,123+32.2% | $10,263+56.2% | $11,598+38.2% |