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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 | $350,354 | $134,817+159.9% | $123,973+182.6% | $155,188+125.8% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.7%+0.3pp | 80.8%-3.9pp |
| Annual return | 10.13% | 515.49%-505.4pp | 388.13%-378.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $10,705 | $4,425+141.9% | $4,126+159.5% | $4,248+152.0% |
| Participant deferral / active EE | $10,645 | $5,706+86.6% | $5,247+102.9% | $6,531+63.0% |
| Admin fee / account holder | $15,084 | $13,245+13.9% | $11,799+27.8% | $14,480+4.2% |