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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 | $347,121 | $99,652+248.3% | $78,778+340.6% | $147,586+135.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 12.73% | 47.28%-34.6pp | 35.62%-22.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $5,084 | $2,796+81.9% | $1,986+156.0% | $4,876+4.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,264 | $7,155+29.5% | $5,134+80.5% | $10,886-14.9% |