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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 | $159,978+57.8% | $147,041+71.7% | $145,978+72.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.04% | 98.36%-84.3pp | 419.21%-405.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $5,137 | $5,288-2.9% | $4,935+4.1% | $4,662+10.2% |
| Participant deferral / active EE | $12,052 | $8,429+43.0% | $8,071+49.3% | $6,690+80.2% |
| Admin fee / account holder | $676 | $15,053-95.5% | $13,006-94.8% | $13,400-95.0% |