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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 | $512,363 | $88,815+476.9% | $81,882+525.7% | $145,897+251.2% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 16.10% | 1033.75%-1017.6pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,573 | $3,086-16.6% | $2,916-11.8% | $4,663-44.8% |
| Participant deferral / active EE | $6,810 | $4,647+46.5% | $4,323+57.5% | $6,689+1.8% |
| Admin fee / account holder | $1,438 | $8,434-82.9% | $7,360-80.5% | $13,390-89.3% |