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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 | $159,978+83.7% | $147,041+99.8% | $145,978+101.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 12.71% | 98.36%-85.6pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $11,954 | $5,288+126.0% | $4,935+142.2% | $4,662+156.4% |
| Participant deferral / active EE | $7,756 | $8,429-8.0% | $8,071-3.9% | $6,690+15.9% |
| Admin fee / account holder | $7,777 | $15,053-48.3% | $13,006-40.2% | $13,400-42.0% |