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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 | $334,634 | $72,071+364.3% | $68,368+389.5% | $137,256+143.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.30% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $13,999 | $2,788+402.1% | $2,649+428.5% | $4,156+236.8% |
| Participant deferral / active EE | $9,325 | $4,410+111.4% | $4,123+126.2% | $6,407+45.5% |
| Admin fee / account holder | $1,420 | $5,336-73.4% | $5,150-72.4% | $12,270-88.4% |