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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 | $303,111 | $129,737+133.6% | $119,126+154.4% | $154,746+95.9% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 22.59% | 379.08%-356.5pp | 282.11%-259.5pp | 172.34%-149.7pp |
| Employer contribution / active EE | $30,708 | $4,375+601.9% | $4,034+661.3% | $4,379+601.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $46,222 | $11,961+286.4% | $10,693+332.3% | $14,365+221.8% |