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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 | $338,004 | $102,595+229.5% | $94,057+259.4% | $154,746+118.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 10.49% | 583.42%-572.9pp | 480.62%-470.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,100 | $3,147-33.3% | $2,933-28.4% | $4,379-52.1% |
| Participant deferral / active EE | $5,245 | $5,118+2.5% | $4,709+11.4% | $6,730-22.1% |
| Admin fee / account holder | $1,486 | $7,736-80.8% | $7,244-79.5% | $14,365-89.7% |