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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 | $261,845 | $165,361+58.3% | $149,715+74.9% | $158,950+64.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 20.96% | 348.24%-327.3pp | 276.66%-255.7pp | 302.91%-281.9pp |
| Employer contribution / active EE | $4,826 | $5,103-5.4% | $4,645+3.9% | $4,762+1.3% |
| Participant deferral / active EE | $3,131 | $7,182-56.4% | $6,842-54.2% | $5,983-47.7% |
| Admin fee / account holder | $10,832 | $10,808+0.2% | $9,310+16.4% | $11,248-3.7% |