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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 | $357,356 | $115,810+208.6% | $101,271+252.9% | $158,966+124.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 8.38% | 56.15%-47.8pp | 46.48%-38.1pp | 302.95%-294.6pp |
| Employer contribution / active EE | $16,395 | $4,175+292.6% | $3,660+347.9% | $4,762+244.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,332 | $7,248+56.3% | $5,948+90.5% | $11,250+0.7% |