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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 | $350,354 | $129,737+170.0% | $119,126+194.1% | $154,746+126.4% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 10.13% | 379.08%-369.0pp | 282.11%-272.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $10,705 | $4,375+144.7% | $4,034+165.4% | $4,379+144.5% |
| Participant deferral / active EE | $10,645 | $5,842+82.2% | $5,318+100.2% | $6,730+58.2% |
| Admin fee / account holder | $15,084 | $11,961+26.1% | $10,693+41.1% | $14,365+5.0% |