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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 | $320,909 | $157,304+104.0% | $141,197+127.3% | $152,909+109.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 15.13% | 64.34%-49.2pp | 71.41%-56.3pp | 345.46%-330.3pp |
| Employer contribution / active EE | $9,511 | $5,263+80.7% | $4,736+100.8% | $4,764+99.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,806 | $12,126-60.4% | $10,265-53.2% | $11,601-58.6% |