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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 | $250,962 | $180,749+38.8% | $160,784+56.1% | $137,256+82.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 14.24% | 2234.46%-2220.2pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,388 | $4,155-66.6% | $3,733-62.8% | $4,156-66.6% |
| Participant deferral / active EE | $4,158 | $6,844-39.2% | $6,293-33.9% | $6,407-35.1% |
| Admin fee / account holder | $1,593 | $10,397-84.7% | $9,717-83.6% | $12,270-87.0% |