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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 | $364,601 | $198,462+83.7% | $170,439+113.9% | $147,585+147.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 27.85% | 257.30%-229.4pp | 205.94%-178.1pp | 578.58%-550.7pp |
| Employer contribution / active EE | $7,500 | $6,184+21.3% | $5,433+38.1% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,500 | $16,852+21.6% | $13,881+47.7% | $10,886+88.3% |