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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 | $470,146 | $176,077+167.0% | $159,455+194.8% | $167,518+180.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.56% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $2,945 | $5,298-44.4% | $4,830-39.0% | $4,838-39.1% |
| Participant deferral / active EE | $9,086 | $7,751+17.2% | $7,353+23.6% | $6,342+43.3% |
| Admin fee / account holder | $26,024 | $12,556+107.3% | $10,800+141.0% | $12,312+111.4% |