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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 | $380,858 | $183,592+107.4% | $155,574+144.8% | $145,877+161.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.35% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $8,508 | $5,317+60.0% | $4,676+82.0% | $4,663+82.5% |
| Participant deferral / active EE | $5,922 | $6,466-8.4% | $5,629+5.2% | $6,691-11.5% |
| Admin fee / account holder | $5,425 | $19,316-71.9% | $15,914-65.9% | $13,402-59.5% |