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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 | $293,483 | $155,555+88.7% | $146,866+99.8% | $155,188+89.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.87% | 115.41%-99.5pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $9,799 | $4,647+110.9% | $4,425+121.5% | $4,248+130.7% |
| Participant deferral / active EE | $15,492 | $8,044+92.6% | $7,759+99.7% | $6,531+137.2% |
| Admin fee / account holder | $51,662 | $14,755+250.1% | $13,620+279.3% | $14,480+256.8% |