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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 | $558,859 | $162,785+243.3% | $133,959+317.2% | $158,950+251.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 16.44% | 41.94%-25.5pp | 45.09%-28.7pp | 302.91%-286.5pp |
| Employer contribution / active EE | $26,382 | $4,975+430.2% | $3,919+573.2% | $4,762+454.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,885 | $11,738-66.9% | $8,928-56.5% | $11,248-65.5% |