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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 | $110,248+288.1% | $95,728+346.9% | $139,456+206.8% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.99% | 27.16%-14.2pp | 28.40%-15.4pp | 373.45%-360.5pp |
| Employer contribution / active EE | $7,827 | $3,258+140.2% | $2,835+176.1% | $4,753+64.7% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $37,580 | $6,607+468.8% | $5,673+562.5% | $11,407+229.4% |