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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 | $88,754+211.4% | $81,820+237.8% | $145,877+89.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.92% | 1031.77%-1017.9pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,304 | $3,085+7.1% | $2,915+13.3% | $4,663-29.2% |
| Participant deferral / active EE | $9,120 | $4,648+96.2% | $4,323+111.0% | $6,691+36.3% |
| Admin fee / account holder | $2,360 | $8,424-72.0% | $7,391-68.1% | $13,402-82.4% |