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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 | $416,301 | $175,231+137.6% | $149,696+178.1% | $139,466+198.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.14% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $10,049 | $5,478+83.4% | $4,821+108.5% | $4,754+111.4% |
| Participant deferral / active EE | $6,309 | $6,521-3.3% | $5,682+11.0% | $6,712-6.0% |
| Admin fee / account holder | $22,094 | $16,155+36.8% | $13,212+67.2% | $11,409+93.7% |