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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 | $263,292 | $108,911+141.8% | $100,392+162.3% | $145,884+80.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 15.94% | 58.23%-42.3pp | 49.45%-33.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $7,042 | $4,420+59.3% | $3,941+78.7% | $4,662+51.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,515 | $9,698-22.5% | $7,904-4.9% | $13,392-43.9% |