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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 | $279,643 | $160,028+74.7% | $147,080+90.1% | $145,884+91.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 20.01% | 98.60%-78.6pp | 420.17%-400.2pp | 551.85%-531.8pp |
| Employer contribution / active EE | $3,730 | $5,286-29.4% | $4,933-24.4% | $4,662-20.0% |
| Participant deferral / active EE | $7,682 | $8,422-8.8% | $8,066-4.8% | $6,690+14.8% |
| Admin fee / account holder | $11,602 | $15,030-22.8% | $12,989-10.7% | $13,392-13.4% |