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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 | $399,276 | $217,432+83.6% | $185,851+114.8% | $167,553+138.3% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 22.37% | 148.43%-126.1pp | 122.11%-99.7pp | 478.89%-456.5pp |
| Employer contribution / active EE | $15,413 | $5,874+162.4% | $5,168+198.2% | $4,840+218.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $38,865 | $19,820+96.1% | $16,245+139.2% | $12,316+215.6% |