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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 | $102,385+282.9% | $147,080+166.6% | $80,935+384.4% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 17.11% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $7,863 | $3,717+111.5% | $4,933+59.4% | $2,757+185.2% |
| Participant deferral / active EE | $9,827 | $6,651+47.8% | $8,066+21.8% | $4,299+128.6% |
| Admin fee / account holder | $20,268 | $7,951+154.9% | $12,989+56.0% | $6,924+192.7% |