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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 | $268,475 | $72,071+272.5% | $68,368+292.7% | $137,256+95.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 17.29% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,125 | $2,788+48.0% | $2,649+55.7% | $4,156-0.7% |
| Participant deferral / active EE | $10,481 | $4,410+137.7% | $4,123+154.2% | $6,407+63.6% |
| Admin fee / account holder | $829 | $5,336-84.5% | $5,150-83.9% | $12,270-93.2% |