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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 | $424,603 | $132,634+220.1% | $115,768+266.8% | $137,256+209.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 18.56% | 160.70%-142.1pp | 100.46%-81.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,701 | $3,360-19.6% | $2,940-8.1% | $4,156-35.0% |
| Participant deferral / active EE | $8,263 | $5,619+47.1% | $4,917+68.1% | $6,407+29.0% |
| Admin fee / account holder | $2,925 | $15,028-80.5% | $12,439-76.5% | $12,270-76.2% |