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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 | $321,206 | $102,595+213.1% | $94,057+241.5% | $154,746+107.6% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 14.99% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $10,868 | $3,147+245.3% | $2,933+270.5% | $4,379+148.2% |
| Participant deferral / active EE | $15,161 | $5,118+196.2% | $4,709+221.9% | $6,730+125.3% |
| Admin fee / account holder | $14,266 | $7,736+84.4% | $7,244+96.9% | $14,365-0.7% |