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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 | $273,904 | $72,071+280.0% | $68,368+300.6% | $137,256+99.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.39% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,443 | $2,788+59.4% | $2,649+67.7% | $4,156+6.9% |
| Participant deferral / active EE | $14,771 | $4,410+234.9% | $4,123+258.3% | $6,407+130.6% |
| Admin fee / account holder | $4,864 | $5,336-8.8% | $5,150-5.6% | $12,270-60.4% |