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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 | $288,723 | $165,399+74.6% | $149,745+92.8% | $158,982+81.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 12.14% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $7,096 | $5,105+39.0% | $4,646+52.7% | $4,763+49.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,617 | $10,811-85.0% | $9,312-82.6% | $11,252-85.6% |