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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 | $331,194 | $196,972+68.1% | $182,262+81.7% | $198,609+66.8% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 16.81% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $19,633 | $5,364+266.1% | $5,046+289.1% | $5,055+288.4% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,917 | $18,429-73.3% | $16,712-70.6% | $19,030-74.2% |