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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 | $372,665 | $165,381+125.3% | $149,730+148.9% | $158,966+134.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.62% | 348.29%-330.7pp | 276.70%-259.1pp | 302.95%-285.3pp |
| Employer contribution / active EE | $3,150 | $5,104-38.3% | $4,645-32.2% | $4,762-33.9% |
| Participant deferral / active EE | $5,050 | $7,182-29.7% | $6,843-26.2% | $5,983-15.6% |
| Admin fee / account holder | $2,242 | $10,809-79.3% | $9,310-75.9% | $11,250-80.1% |