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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 | $333,429 | $176,786+88.6% | $146,643+127.4% | $167,536+99.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 14.58% | 24.04%-9.5pp | 22.75%-8.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,020 | $5,161-60.9% | $4,137-51.2% | $4,839-58.3% |
| Participant deferral / active EE | $7,331 | $6,440+13.8% | $5,506+33.1% | $6,342+15.6% |
| Admin fee / account holder | $1,613 | $13,262-87.8% | $10,280-84.3% | $12,315-86.9% |