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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 | $111,535+171.8% | $105,223+188.1% | $137,256+120.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 22.59% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $30,708 | $3,939+679.5% | $3,689+732.5% | $4,156+638.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $46,222 | $9,721+375.5% | $8,859+421.8% | $12,270+276.7% |