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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 | $256,215 | $175,257+46.2% | $149,717+71.1% | $139,456+83.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.40% | 166.70%-149.3pp | 134.41%-117.0pp | 373.45%-356.0pp |
| Employer contribution / active EE | $4,600 | $5,477-16.0% | $4,820-4.6% | $4,753-3.2% |
| Participant deferral / active EE | $3,857 | $6,521-40.9% | $5,682-32.1% | $6,711-42.5% |
| Admin fee / account holder | $8,606 | $16,156-46.7% | $13,213-34.9% | $11,407-24.6% |