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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 | $261,709 | $152,619+71.5% | $125,195+109.0% | $152,909+71.2% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.5%-6.0pp |
| Annual return | 57.12% | 54.85%+2.3pp | 43.79%+13.3pp | 345.46%-288.3pp |
| Employer contribution / active EE | $14,169 | $4,947+186.4% | $3,866+266.5% | $4,764+197.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,506 | $13,437-59.0% | $9,704-43.3% | $11,601-52.5% |