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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 | $331,663 | $150,446+120.5% | $136,297+143.3% | $147,585+124.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.70% | 1049.14%-1036.4pp | 5156.19%-5143.5pp | 578.58%-565.9pp |
| Employer contribution / active EE | $5,657 | $5,256+7.6% | $4,696+20.5% | $4,876+16.0% |
| Participant deferral / active EE | $3,093 | $6,631-53.4% | $6,247-50.5% | $5,439-43.1% |
| Admin fee / account holder | $597 | $10,906-94.5% | $9,244-93.5% | $10,886-94.5% |