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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 | $339,130 | $162,136+109.2% | $152,301+122.7% | $154,746+119.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.10% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,217 | $4,890-34.2% | $4,624-30.4% | $4,379-26.5% |
| Participant deferral / active EE | $17,303 | $8,341+107.5% | $8,004+116.2% | $6,730+157.1% |
| Admin fee / account holder | $47,207 | $15,759+199.5% | $14,398+227.9% | $14,365+228.6% |