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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 | $293,535 | $100,139+193.1% | $85,187+244.6% | $145,884+101.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.36% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,351 | $3,238-27.4% | $2,732-14.0% | $4,662-49.6% |
| Participant deferral / active EE | $22,072 | $5,296+316.8% | $4,525+387.8% | $6,690+229.9% |
| Admin fee / account holder | $1,227 | $7,262-83.1% | $6,162-80.1% | $13,392-90.8% |