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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 | $431,844 | $129,737+232.9% | $119,126+262.5% | $154,746+179.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 14.63% | 379.08%-364.4pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,248 | $4,375-71.5% | $4,034-69.1% | $4,379-71.5% |
| Participant deferral / active EE | $8,586 | $5,842+47.0% | $5,318+61.5% | $6,730+27.6% |
| Admin fee / account holder | $19,994 | $11,961+67.2% | $10,693+87.0% | $14,365+39.2% |