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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 | $258,567 | $202,342+27.8% | $172,752+49.7% | $152,897+69.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 21.78% | 1029.83%-1008.0pp | 802.97%-781.2pp | 345.43%-323.7pp |
| Employer contribution / active EE | $7,179 | $5,858+22.6% | $5,144+39.6% | $4,764+50.7% |
| Participant deferral / active EE | $5,597 | $5,948-5.9% | $5,198+7.7% | $5,851-4.3% |
| Admin fee / account holder | $2,360 | $17,111-86.2% | $13,955-83.1% | $11,599-79.7% |