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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 | $570,298 | $69,252+723.5% | $64,099+789.7% | $139,456+308.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.02% | 45.89%-30.9pp | 33.70%-18.7pp | 373.45%-358.4pp |
| Employer contribution / active EE | $11,100 | $3,184+248.6% | $2,748+303.9% | $4,753+133.6% |
| Participant deferral / active EE | $13,550 | $4,683+189.3% | $3,881+249.1% | $6,711+101.9% |
| Admin fee / account holder | $17,378 | $4,248+309.1% | $3,070+466.0% | $11,407+52.3% |