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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 | $292,433 | $72,071+305.8% | $68,368+327.7% | $137,256+113.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 14.70% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $7,932 | $2,788+184.5% | $2,649+199.4% | $4,156+90.9% |
| Participant deferral / active EE | $20,829 | $4,410+372.3% | $4,123+405.2% | $6,407+225.1% |
| Admin fee / account holder | $49,449 | $5,336+826.8% | $5,150+860.2% | $12,270+303.0% |