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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 | $392,068 | $102,382+282.9% | $147,005+166.7% | $80,874+384.8% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 17.11% | 134.89%-117.8pp | 418.76%-401.7pp | 35.62%-18.5pp |
| Employer contribution / active EE | $7,863 | $3,715+111.7% | $4,934+59.3% | $2,756+185.3% |
| Participant deferral / active EE | $9,827 | $6,646+47.9% | $8,070+21.8% | $4,297+128.7% |
| Admin fee / account holder | $20,268 | $7,942+155.2% | $13,006+55.8% | $6,935+192.3% |