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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 | $363,675 | $115,814+214.0% | $101,275+259.1% | $158,982+128.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 21.73% | 56.16%-34.4pp | 46.48%-24.8pp | 302.99%-281.3pp |
| Employer contribution / active EE | $8,750 | $4,176+109.5% | $3,660+139.1% | $4,763+83.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,594 | $7,249-9.0% | $5,948+10.9% | $11,252-41.4% |