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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 | $400,846 | $157,304+154.8% | $141,197+183.9% | $152,909+162.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 22.73% | 64.34%-41.6pp | 71.41%-48.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,870 | $5,263-64.5% | $4,736-60.5% | $4,764-60.7% |
| Participant deferral / active EE | $7,482 | $7,111+5.2% | $6,710+11.5% | $5,851+27.9% |
| Admin fee / account holder | $2,479 | $12,126-79.6% | $10,265-75.8% | $11,601-78.6% |