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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 | $280,562 | $129,737+116.3% | $119,126+135.5% | $154,746+81.3% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 15.76% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,565 | $4,375-64.2% | $4,034-61.2% | $4,379-64.3% |
| Participant deferral / active EE | $10,366 | $5,842+77.4% | $5,318+94.9% | $6,730+54.0% |
| Admin fee / account holder | $55,475 | $11,961+363.8% | $10,693+418.8% | $14,365+286.2% |