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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 | $294,146 | $125,193+135.0% | $105,591+178.6% | $145,978+101.5% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 17.10% | 225.53%-208.4pp | 116.43%-99.3pp | 550.52%-533.4pp |
| Employer contribution / active EE | $10,333 | $3,718+177.9% | $3,166+226.4% | $4,662+121.7% |
| Participant deferral / active EE | $13,592 | $5,708+138.1% | $5,008+171.4% | $6,690+103.2% |
| Admin fee / account holder | $122,056 | $17,277+606.5% | $11,024+1007.2% | $13,400+810.8% |