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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 | $252,159 | $154,754+62.9% | $124,206+103.0% | $138,895+81.5% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.6%+21.3pp | 79.9%+11.0pp |
| Annual return | 11.68% | 709.28%-697.6pp | 515.27%-503.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $10,793 | $4,446+142.7% | $3,540+204.9% | $4,194+157.3% |
| Participant deferral / active EE | $10,969 | $4,621+137.4% | $3,968+176.5% | $6,396+71.5% |
| Admin fee / account holder | $6,169 | $6,690-7.8% | $5,929+4.1% | $12,562-50.9% |