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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 | $111,535+151.5% | $105,223+166.6% | $137,256+104.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 15.76% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,565 | $3,939-60.3% | $3,689-57.6% | $4,156-62.3% |
| Participant deferral / active EE | $10,366 | $5,500+88.5% | $5,072+104.4% | $6,407+61.8% |
| Admin fee / account holder | $55,475 | $9,721+470.6% | $8,859+526.2% | $12,270+352.1% |