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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 | $451,833 | $208,088+117.1% | $186,193+142.7% | $154,746+192.0% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 16.71% | 89.97%-73.3pp | 78.03%-61.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,828 | $4,340-34.8% | $3,918-27.8% | $4,379-35.4% |
| Participant deferral / active EE | $4,352 | $7,078-38.5% | $6,513-33.2% | $6,730-35.3% |
| Admin fee / account holder | $4,352 | $11,698-62.8% | $11,058-60.6% | $14,365-69.7% |