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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 | $88,710+211.6% | $81,783+238.0% | $145,959+89.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 26.40% | 1027.26%-1000.9pp | 775.05%-748.7pp | 561.95%-535.6pp |
| Employer contribution / active EE | $4,432 | $3,083+43.8% | $2,913+52.2% | $4,661-4.9% |
| Participant deferral / active EE | $9,487 | $4,645+104.2% | $4,320+119.6% | $6,689+41.8% |
| Admin fee / account holder | $1,122 | $8,407-86.7% | $7,380-84.8% | $13,398-91.6% |