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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 | $483,564 | $232,540+107.9% | $185,117+161.2% | $147,586+227.6% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 15.49% | 43.03%-27.5pp | 40.50%-25.0pp | 578.59%-563.1pp |
| Employer contribution / active EE | $10,064 | $5,195+93.7% | $4,182+140.7% | $4,876+106.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,111 | $10,275-89.2% | $8,159-86.4% | $10,886-89.8% |