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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 | $257,105 | $165,381+55.5% | $149,730+71.7% | $158,966+61.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 12.05% | 348.29%-336.2pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $4,796 | $5,104-6.0% | $4,645+3.3% | $4,762+0.7% |
| Participant deferral / active EE | $11,193 | $7,182+55.8% | $6,843+63.6% | $5,983+87.1% |
| Admin fee / account holder | $4,953 | $10,809-54.2% | $9,310-46.8% | $11,250-56.0% |