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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 | $316,014 | $183,516+72.2% | $155,534+103.2% | $145,884+116.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 12.29% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $11,637 | $5,315+119.0% | $4,675+148.9% | $4,662+149.6% |
| Participant deferral / active EE | $6,587 | $6,467+1.9% | $5,630+17.0% | $6,690-1.5% |
| Admin fee / account holder | $25,637 | $19,293+32.9% | $15,900+61.2% | $13,392+91.4% |