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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 | $313,164 | $101,618+208.2% | $93,063+236.5% | $137,256+128.2% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 12.11% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,137 | $2,707+89.8% | $2,476+107.5% | $4,156+23.6% |
| Participant deferral / active EE | $14,134 | $4,279+230.3% | $3,958+257.1% | $6,407+120.6% |
| Admin fee / account holder | $176,479 | $6,198+2747.1% | $6,033+2825.1% | $12,270+1338.3% |