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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 | $300,590 | $152,592+97.0% | $125,180+140.1% | $152,885+96.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 18.74% | 54.84%-36.1pp | 43.79%-25.0pp | 345.39%-326.6pp |
| Employer contribution / active EE | $12,313 | $4,947+148.9% | $3,866+218.5% | $4,763+158.5% |
| Participant deferral / active EE | $13,250 | $5,868+125.8% | $4,937+168.4% | $5,851+126.5% |
| Admin fee / account holder | $1,266 | $13,435-90.6% | $9,703-86.9% | $11,598-89.1% |