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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 | $257,250 | $166,089+54.9% | $164,928+56.0% | $145,978+76.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 205.94% | 100.26%+105.7pp | 70.08%+135.9pp | 550.52%-344.6pp |
| Employer contribution / active EE | $7,906 | $5,276+49.8% | $4,343+82.0% | $4,662+69.6% |
| Participant deferral / active EE | $32,901 | $6,961+372.6% | $6,034+445.3% | $6,690+391.8% |
| Admin fee / account holder | $27,307 | $16,641+64.1% | $12,684+115.3% | $13,400+103.8% |