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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 | $261,496 | $183,592+42.4% | $155,567+68.1% | $145,959+79.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.93% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $7,193 | $5,315+35.3% | $4,674+53.9% | $4,661+54.3% |
| Participant deferral / active EE | $5,659 | $6,464-12.5% | $5,628+0.6% | $6,689-15.4% |
| Admin fee / account holder | $1,440 | $19,318-92.5% | $15,916-91.0% | $13,398-89.2% |