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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 | $102,595+161.7% | $94,057+185.4% | $154,746+73.5% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 17.29% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $4,125 | $3,147+31.1% | $2,933+40.7% | $4,379-5.8% |
| Participant deferral / active EE | $10,481 | $5,118+104.8% | $4,709+122.6% | $6,730+55.7% |
| Admin fee / account holder | $829 | $7,736-89.3% | $7,244-88.6% | $14,365-94.2% |