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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 | $403,637 | $111,878+260.8% | $93,727+330.7% | $145,897+176.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 18.39% | 204.28%-185.9pp | 133.83%-115.4pp | 552.29%-533.9pp |
| Employer contribution / active EE | $11,877 | $3,092+284.1% | $2,421+390.5% | $4,663+154.7% |
| Participant deferral / active EE | $14,598 | $4,920+196.7% | $4,417+230.5% | $6,689+118.2% |
| Admin fee / account holder | $2,628 | $10,256-74.4% | $8,292-68.3% | $13,390-80.4% |