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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 | $325,632 | $183,539+77.4% | $155,556+109.3% | $145,897+123.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.16% | 61.31%-43.1pp | 64.84%-46.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,713 | $5,315-49.0% | $4,675-42.0% | $4,663-41.8% |
| Participant deferral / active EE | $4,357 | $6,467-32.6% | $5,631-22.6% | $6,689-34.9% |
| Admin fee / account holder | $426,293 | $19,275+2111.7% | $15,885+2583.6% | $13,390+3083.6% |