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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 | $293,823 | $58,258+404.3% | $81,820+259.1% | $80,925+263.1% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.4%+16.5pp | 67.7%+21.2pp |
| Annual return | 17.81% | 41.76%-24.0pp | 777.93%-760.1pp | 35.65%-17.8pp |
| Employer contribution / active EE | $3,449 | $2,345+47.1% | $2,915+18.3% | $2,756+25.1% |
| Participant deferral / active EE | $7,860 | $3,284+139.4% | $4,323+81.8% | $4,299+82.8% |
| Admin fee / account holder | $6,340 | $4,976+27.4% | $7,391-14.2% | $6,940-8.6% |