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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 | $385,523 | $107,353+259.1% | $92,903+315.0% | $152,885+152.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 20.81% | 145.62%-124.8pp | 109.43%-88.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $15,049 | $4,222+256.5% | $3,653+312.0% | $4,763+216.0% |
| Participant deferral / active EE | $6,123 | $4,848+26.3% | $4,238+44.5% | $5,851+4.7% |
| Admin fee / account holder | $20,201 | $7,081+185.3% | $5,795+248.6% | $11,598+74.2% |