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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 | $468,300 | $88,702+427.9% | $81,780+472.6% | $145,978+220.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.21% | 1029.12%-1012.9pp | 776.27%-760.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $2,898 | $3,084-6.1% | $2,914-0.6% | $4,662-37.8% |
| Participant deferral / active EE | $17,916 | $4,645+285.7% | $4,321+314.7% | $6,690+167.8% |
| Admin fee / account holder | $2,161 | $8,414-74.3% | $7,384-70.7% | $13,400-83.9% |