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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 | $295,361 | $132,099+123.6% | $115,599+155.5% | $138,895+112.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.3%+15.7pp | 79.9%+10.1pp |
| Annual return | 17.84% | 176.76%-158.9pp | 111.10%-93.3pp | 145.39%-127.6pp |
| Employer contribution / active EE | $7,771 | $3,416+127.5% | $2,955+162.9% | $4,194+85.3% |
| Participant deferral / active EE | $16,168 | $5,617+187.8% | $4,889+230.7% | $6,396+152.8% |
| Admin fee / account holder | $46,091 | $15,650+194.5% | $12,841+258.9% | $12,562+266.9% |