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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 | $380,160 | $160,070+137.5% | $147,117+158.4% | $145,897+160.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.48% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $9,719 | $5,285+83.9% | $4,932+97.0% | $4,663+108.4% |
| Participant deferral / active EE | $5,877 | $8,419-30.2% | $8,065-27.1% | $6,689-12.1% |
| Admin fee / account holder | $12,335 | $15,035-18.0% | $12,993-5.1% | $13,390-7.9% |