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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 | $276,405 | $88,754+211.4% | $81,820+237.8% | $145,877+89.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 26.40% | 1031.77%-1005.4pp | 777.93%-751.5pp | 551.28%-524.9pp |
| Employer contribution / active EE | $4,432 | $3,085+43.7% | $2,915+52.0% | $4,663-4.9% |
| Participant deferral / active EE | $9,487 | $4,648+104.1% | $4,323+119.5% | $6,691+41.8% |
| Admin fee / account holder | $1,122 | $8,424-86.7% | $7,391-84.8% | $13,402-91.6% |