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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 | $283,536 | $132,099+114.6% | $115,599+145.3% | $138,895+104.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 19.56% | 176.76%-157.2pp | 111.10%-91.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $5,444 | $3,416+59.4% | $2,955+84.2% | $4,194+29.8% |
| Participant deferral / active EE | $10,094 | $5,617+79.7% | $4,889+106.4% | $6,396+57.8% |
| Admin fee / account holder | $1,807 | $15,650-88.5% | $12,841-85.9% | $12,562-85.6% |