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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 | $298,001 | $176,105+69.2% | $159,474+86.9% | $167,536+77.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.09% | 331.91%-318.8pp | 263.68%-250.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $4,918 | $5,299-7.2% | $4,831+1.8% | $4,839+1.6% |
| Participant deferral / active EE | $9,749 | $7,751+25.8% | $7,353+32.6% | $6,342+53.7% |
| Admin fee / account holder | $3,523 | $12,559-71.9% | $10,802-67.4% | $12,315-71.4% |