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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 | $336,989 | $176,105+91.4% | $159,474+111.3% | $167,536+101.1% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.17% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,872 | $5,299-64.7% | $4,831-61.3% | $4,839-61.3% |
| Participant deferral / active EE | $6,707 | $7,751-13.5% | $7,353-8.8% | $6,342+5.7% |
| Admin fee / account holder | $3,927 | $12,559-68.7% | $10,802-63.7% | $12,315-68.1% |