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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 | $470,072 | $111,535+321.5% | $105,223+346.7% | $137,256+242.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 23.32% | 237.85%-214.5pp | 180.65%-157.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,568 | $3,939+16.0% | $3,689+23.8% | $4,156+9.9% |
| Participant deferral / active EE | $10,870 | $5,500+97.6% | $5,072+114.3% | $6,407+69.7% |
| Admin fee / account holder | $4,525 | $9,721-53.5% | $8,859-48.9% | $12,270-63.1% |