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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 | $272,262 | $155,555+75.0% | $146,866+85.4% | $155,188+75.4% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 209.29% | 115.41%+93.9pp | 102.85%+106.4pp | 148.84%+60.4pp |
| Employer contribution / active EE | $2,686 | $4,647-42.2% | $4,425-39.3% | $4,248-36.8% |
| Participant deferral / active EE | $10,724 | $8,044+33.3% | $7,759+38.2% | $6,531+64.2% |
| Admin fee / account holder | $1,027 | $14,755-93.0% | $13,620-92.5% | $14,480-92.9% |