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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 | $275,236 | $198,457+38.7% | $170,435+61.5% | $147,586+86.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 22.04% | 257.30%-235.3pp | 205.94%-183.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $6,812 | $6,183+10.2% | $5,432+25.4% | $4,876+39.7% |
| Participant deferral / active EE | $6,886 | $5,629+22.3% | $4,939+39.4% | $5,439+26.6% |
| Admin fee / account holder | $15,960 | $16,852-5.3% | $13,881+15.0% | $10,886+46.6% |