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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 | $369,943 | $72,071+413.3% | $68,368+441.1% | $137,256+169.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 20.34% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,278 | $2,788-54.2% | $2,649-51.7% | $4,156-69.2% |
| Participant deferral / active EE | $17,290 | $4,410+292.1% | $4,123+319.4% | $6,407+169.9% |
| Admin fee / account holder | $5,658 | $5,336+6.0% | $5,150+9.9% | $12,270-53.9% |