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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 | $583,805 | $165,361+253.0% | $149,715+289.9% | $158,950+267.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 15.03% | 348.24%-333.2pp | 276.66%-261.6pp | 302.91%-287.9pp |
| Employer contribution / active EE | $12,363 | $5,103+142.3% | $4,645+166.2% | $4,762+159.6% |
| Participant deferral / active EE | $4,963 | $7,182-30.9% | $6,842-27.5% | $5,983-17.0% |
| Admin fee / account holder | $5,540 | $10,808-48.7% | $9,310-40.5% | $11,248-50.8% |