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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 | $308,227 | $118,877+159.3% | $96,570+219.2% | $167,536+84.0% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 12.19% | 50.50%-38.3pp | 37.79%-25.6pp | 478.82%-466.6pp |
| Employer contribution / active EE | $13,670 | $3,121+338.0% | $2,357+479.9% | $4,839+182.5% |
| Participant deferral / active EE | $4,000 | $4,617-13.4% | $3,849+3.9% | $6,342-36.9% |
| Admin fee / account holder | $3,060 | $8,069-62.1% | $6,182-50.5% | $12,315-75.2% |