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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 | $286,670 | $202,342+41.7% | $172,752+65.9% | $152,897+87.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 24.80% | 1029.83%-1005.0pp | 802.97%-778.2pp | 345.43%-320.6pp |
| Employer contribution / active EE | $2,968 | $5,858-49.3% | $5,144-42.3% | $4,764-37.7% |
| Participant deferral / active EE | $7,783 | $5,948+30.8% | $5,198+49.7% | $5,851+33.0% |
| Admin fee / account holder | $603 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |