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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 | $268,525 | $102,422+162.2% | $147,117+82.5% | $80,959+231.7% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 13.44% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $4,878 | $3,717+31.2% | $4,932-1.1% | $2,757+76.9% |
| Participant deferral / active EE | $10,755 | $6,652+61.7% | $8,065+33.4% | $4,300+150.1% |
| Admin fee / account holder | $34,858 | $7,953+338.3% | $12,993+168.3% | $6,925+403.3% |