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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 | $268,339 | $157,304+70.6% | $141,197+90.0% | $152,909+75.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 16.07% | 64.34%-48.3pp | 71.41%-55.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,547 | $5,263-51.6% | $4,736-46.2% | $4,764-46.5% |
| Participant deferral / active EE | $10,583 | $7,111+48.8% | $6,710+57.7% | $5,851+80.9% |
| Admin fee / account holder | $2,338 | $12,126-80.7% | $10,265-77.2% | $11,601-79.8% |