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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 | $307,815 | $148,629+107.1% | $135,982+126.4% | $139,487+120.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.10% | 79.33%-55.2pp | 68.32%-44.2pp | 373.84%-349.7pp |
| Employer contribution / active EE | $12,983 | $5,247+147.5% | $4,859+167.2% | $4,755+173.1% |
| Participant deferral / active EE | $14,183 | $8,102+75.0% | $7,760+82.8% | $6,713+111.3% |
| Admin fee / account holder | $2,701 | $12,406-78.2% | $10,767-74.9% | $11,407-76.3% |