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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 | $256,128 | $183,627+39.5% | $155,602+64.6% | $145,978+75.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.64% | 61.32%-44.7pp | 64.81%-48.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $2,298 | $5,316-56.8% | $4,675-50.9% | $4,662-50.7% |
| Participant deferral / active EE | $7,833 | $6,466+21.1% | $5,629+39.2% | $6,690+17.1% |
| Admin fee / account holder | $1,391 | $19,327-92.8% | $15,923-91.3% | $13,400-89.6% |