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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 | $132,099+191.3% | $115,599+232.9% | $138,895+177.0% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 15.36% | 176.76%-161.4pp | 111.10%-95.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,370 | $3,416-30.6% | $2,955-19.8% | $4,194-43.5% |
| Participant deferral / active EE | $7,595 | $5,617+35.2% | $4,889+55.3% | $6,396+18.7% |
| Admin fee / account holder | $1,326 | $15,650-91.5% | $12,841-89.7% | $12,562-89.4% |