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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 | $418,813 | $198,457+111.0% | $170,435+145.7% | $147,586+183.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 13.55% | 257.30%-243.8pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $5,000 | $6,183-19.1% | $5,432-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $8,085 | $5,629+43.6% | $4,939+63.7% | $5,439+48.7% |
| Admin fee / account holder | $367 | $16,852-97.8% | $13,881-97.4% | $10,886-96.6% |