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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 | $280,116 | $160,070+75.0% | $147,117+90.4% | $145,897+92.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 14.62% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,350 | $5,285-55.5% | $4,932-52.4% | $4,663-49.6% |
| Participant deferral / active EE | $7,459 | $8,419-11.4% | $8,065-7.5% | $6,689+11.5% |
| Admin fee / account holder | $24,571 | $15,035+63.4% | $12,993+89.1% | $13,390+83.5% |