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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 | $306,837 | $184,000+66.8% | $162,185+89.2% | $152,909+100.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 14.75% | 150.80%-136.0pp | 115.61%-100.9pp | 345.46%-330.7pp |
| Employer contribution / active EE | $5,955 | $6,370-6.5% | $5,613+6.1% | $4,764+25.0% |
| Participant deferral / active EE | $11,769 | $8,033+46.5% | $7,297+61.3% | $5,851+101.1% |
| Admin fee / account holder | $35,527 | $13,124+170.7% | $10,844+227.6% | $11,601+206.2% |