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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 | $306,280 | $165,399+85.2% | $149,745+104.5% | $158,982+92.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 45.76% | 348.34%-302.6pp | 276.72%-231.0pp | 302.99%-257.2pp |
| Employer contribution / active EE | $3,360 | $5,105-34.2% | $4,646-27.7% | $4,763-29.4% |
| Participant deferral / active EE | $5,434 | $7,183-24.3% | $6,843-20.6% | $5,983-9.2% |
| Admin fee / account holder | $4,395 | $10,811-59.3% | $9,312-52.8% | $11,252-60.9% |