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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 | $454,022 | $176,105+157.8% | $159,474+184.7% | $167,536+171.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.30% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,491 | $5,299-53.0% | $4,831-48.4% | $4,839-48.5% |
| Participant deferral / active EE | $13,888 | $7,751+79.2% | $7,353+88.9% | $6,342+119.0% |
| Admin fee / account holder | $880 | $12,559-93.0% | $10,802-91.9% | $12,315-92.9% |