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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 | $132,634+122.7% | $115,768+155.1% | $137,256+115.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 17.84% | 160.70%-142.9pp | 100.46%-82.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $7,771 | $3,360+131.3% | $2,940+164.3% | $4,156+87.0% |
| Participant deferral / active EE | $16,168 | $5,619+187.8% | $4,917+228.8% | $6,407+152.4% |
| Admin fee / account holder | $46,091 | $15,028+206.7% | $12,439+270.5% | $12,270+275.6% |