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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 | $388,506 | $154,754+151.0% | $124,206+212.8% | $138,895+179.7% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.6%+20.4pp | 79.9%+10.1pp |
| Annual return | 73.65% | 709.28%-635.6pp | 515.27%-441.6pp | 145.39%-71.7pp |
| Employer contribution / active EE | $3,670 | $4,446-17.5% | $3,540+3.7% | $4,194-12.5% |
| Participant deferral / active EE | $5,332 | $4,621+15.4% | $3,968+34.4% | $6,396-16.6% |
| Admin fee / account holder | $1,331 | $6,690-80.1% | $5,929-77.5% | $12,562-89.4% |