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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 | $362,682 | $183,539+97.6% | $155,556+133.2% | $145,897+148.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 19.11% | 61.31%-42.2pp | 64.84%-45.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $1,809 | $5,315-66.0% | $4,675-61.3% | $4,663-61.2% |
| Participant deferral / active EE | $6,887 | $6,467+6.5% | $5,631+22.3% | $6,689+3.0% |
| Admin fee / account holder | $11,744 | $19,275-39.1% | $15,885-26.1% | $13,390-12.3% |