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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 | $293,822 | $159,934+83.7% | $147,005+99.9% | $145,959+101.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 12.71% | 98.24%-85.5pp | 418.76%-406.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $11,954 | $5,287+126.1% | $4,934+142.3% | $4,661+156.5% |
| Participant deferral / active EE | $7,756 | $8,427-8.0% | $8,070-3.9% | $6,689+16.0% |
| Admin fee / account holder | $7,777 | $15,053-48.3% | $13,006-40.2% | $13,398-42.0% |