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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 | $155,555+112.9% | $146,866+125.5% | $155,188+113.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 16.81% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $19,633 | $4,647+322.5% | $4,425+343.7% | $4,248+362.2% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,917 | $14,755-66.7% | $13,620-63.9% | $14,480-66.0% |