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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 | $260,851 | $129,737+101.1% | $119,126+119.0% | $154,746+68.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 11.81% | 379.08%-367.3pp | 282.11%-270.3pp | 172.34%-160.5pp |
| Employer contribution / active EE | $4,870 | $4,375+11.3% | $4,034+20.7% | $4,379+11.2% |
| Participant deferral / active EE | $13,131 | $5,842+124.8% | $5,318+146.9% | $6,730+95.1% |
| Admin fee / account holder | $23,538 | $11,961+96.8% | $10,693+120.1% | $14,365+63.9% |