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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 | $306,956 | $102,429+199.7% | $147,096+108.7% | $80,925+279.3% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 19.70% | 135.02%-115.3pp | 419.75%-400.0pp | 35.65%-15.9pp |
| Employer contribution / active EE | $2,483 | $3,716-33.2% | $4,936-49.7% | $2,756-9.9% |
| Participant deferral / active EE | $12,417 | $6,649+86.8% | $8,071+53.8% | $4,299+188.9% |
| Admin fee / account holder | $1,072 | $7,957-86.5% | $13,005-91.8% | $6,940-84.6% |