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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 | $533,365 | $109,967+385.0% | $97,197+448.7% | $145,877+265.6% |
| Participation rate | 81.8% | 76.0%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 14.56% | 244.27%-229.7pp | 75.47%-60.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $7,783 | $3,077+153.0% | $2,723+185.8% | $4,663+66.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,105 | $6,199+46.9% | $5,637+61.5% | $13,402-32.1% |