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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 | $485,750 | $148,623+226.8% | $135,974+257.2% | $139,466+248.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 20.05% | 79.30%-59.2pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $22,222 | $5,246+323.6% | $4,859+357.4% | $4,754+367.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $577 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |