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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 | $284,885 | $91,037+212.9% | $71,671+297.5% | $147,586+93.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 15.22% | 20.48%-5.3pp | 20.65%-5.4pp | 578.59%-563.4pp |
| Employer contribution / active EE | $16,843 | $3,327+406.2% | $2,460+584.7% | $4,876+245.4% |
| Participant deferral / active EE | $7,906 | $4,498+75.8% | $3,438+130.0% | $5,439+45.4% |
| Admin fee / account holder | $2,710 | $8,613-68.5% | $5,558-51.2% | $10,886-75.1% |