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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 | $384,797 | $132,634+190.1% | $115,768+232.4% | $137,256+180.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 15.36% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,370 | $3,360-29.5% | $2,940-19.4% | $4,156-43.0% |
| Participant deferral / active EE | $7,595 | $5,619+35.2% | $4,917+54.5% | $6,407+18.6% |
| Admin fee / account holder | $1,326 | $15,028-91.2% | $12,439-89.3% | $12,270-89.2% |