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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 | $295,943 | $106,247+178.5% | $96,515+206.6% | $139,466+112.2% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 19.48% | 38.47%-19.0pp | 35.73%-16.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $8,889 | $4,106+116.5% | $3,740+137.7% | $4,754+87.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,454 | $7,885-68.9% | $6,735-63.6% | $11,409-78.5% |