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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 | $252,424 | $160,070+57.7% | $147,117+71.6% | $145,897+73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.04% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,137 | $5,285-2.8% | $4,932+4.2% | $4,663+10.2% |
| Participant deferral / active EE | $12,052 | $8,419+43.1% | $8,065+49.4% | $6,689+80.2% |
| Admin fee / account holder | $676 | $15,035-95.5% | $12,993-94.8% | $13,390-94.9% |