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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 | $358,109 | $157,276+127.7% | $141,177+153.7% | $152,885+134.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 21.73% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $11,674 | $5,262+121.9% | $4,736+146.5% | $4,763+145.1% |
| Participant deferral / active EE | $4,080 | $7,110-42.6% | $6,710-39.2% | $5,851-30.3% |
| Admin fee / account holder | $8,696 | $12,123-28.3% | $10,263-15.3% | $11,598-25.0% |