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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 | $427,825 | $110,278+288.0% | $95,740+346.9% | $139,466+206.8% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.99% | 27.19%-14.2pp | 28.41%-15.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $7,827 | $3,260+140.1% | $2,836+176.0% | $4,754+64.6% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $37,580 | $6,613+468.2% | $5,676+562.0% | $11,409+229.4% |