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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 | $292,433 | $70,366+315.6% | $66,674+338.6% | $138,895+110.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 14.70% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7,932 | $2,765+186.9% | $2,620+202.7% | $4,194+89.1% |
| Participant deferral / active EE | $20,829 | $4,374+376.2% | $4,084+410.0% | $6,396+225.6% |
| Admin fee / account holder | $49,449 | $5,262+839.6% | $5,098+869.9% | $12,562+293.6% |