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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 | $276,360 | $88,815+211.2% | $81,882+237.5% | $145,897+89.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.92% | 1033.75%-1019.8pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,304 | $3,086+7.0% | $2,916+13.3% | $4,663-29.1% |
| Participant deferral / active EE | $9,120 | $4,647+96.2% | $4,323+111.0% | $6,689+36.3% |
| Admin fee / account holder | $2,360 | $8,434-72.0% | $7,360-67.9% | $13,390-82.4% |