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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 | $279,286 | $115,796+141.2% | $101,264+175.8% | $158,950+75.7% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 10.46% | 56.15%-45.7pp | 46.48%-36.0pp | 302.91%-292.4pp |
| Employer contribution / active EE | $11,672 | $4,175+179.5% | $3,660+218.9% | $4,762+145.1% |
| Participant deferral / active EE | $7,761 | $4,958+56.5% | $4,370+77.6% | $5,983+29.7% |
| Admin fee / account holder | $2,624 | $7,247-63.8% | $5,947-55.9% | $11,248-76.7% |