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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 | $272,337 | $202,342+34.6% | $172,753+57.6% | $152,909+78.1% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 21.76% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $2,817 | $5,857-51.9% | $5,144-45.2% | $4,764-40.9% |
| Participant deferral / active EE | $2,935 | $5,948-50.7% | $5,198-43.5% | $5,851-49.8% |
| Admin fee / account holder | $9,524 | $17,112-44.3% | $13,956-31.8% | $11,601-17.9% |