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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 | $516,123 | $209,422+146.5% | $178,503+189.1% | $158,982+224.6% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 11.62% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $10,450 | $5,707+83.1% | $5,011+108.5% | $4,763+119.4% |
| Participant deferral / active EE | $8,009 | $5,955+34.5% | $5,202+53.9% | $5,983+33.8% |
| Admin fee / account holder | $10,336 | $17,079-39.5% | $13,987-26.1% | $11,252-8.1% |