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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 | $255,741 | $171,492+49.1% | $150,734+69.7% | $198,609+28.8% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 18.57% | 804.70%-786.1pp | 600.81%-582.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $2,233 | $5,470-59.2% | $4,918-54.6% | $5,055-55.8% |
| Participant deferral / active EE | $6,846 | $6,259+9.4% | $5,610+22.0% | $6,977-1.9% |
| Admin fee / account holder | $998 | $17,628-94.3% | $14,905-93.3% | $19,030-94.8% |