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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 | $278,263 | $72,071+286.1% | $68,368+307.0% | $137,256+102.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 15.99% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,934 | $2,788+5.2% | $2,649+10.8% | $4,156-29.4% |
| Participant deferral / active EE | $20,793 | $4,410+371.5% | $4,123+404.4% | $6,407+224.6% |
| Admin fee / account holder | $2,342 | $5,336-56.1% | $5,150-54.5% | $12,270-80.9% |