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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 | $360,259 | $112,131+221.3% | $95,964+275.4% | $158,982+126.6% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 10.64% | 171.19%-160.5pp | 91.64%-81.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $889 | $3,199-72.2% | $2,541-65.0% | $4,763-81.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35,796 | $10,136+253.2% | $6,797+426.6% | $11,252+218.1% |