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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 | $258,873 | $176,105+47.0% | $159,474+62.3% | $167,536+54.5% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 11.50% | 331.91%-320.4pp | 263.68%-252.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,633 | $7,751-53.1% | $7,353-50.6% | $6,342-42.7% |
| Admin fee / account holder | $1,904 | $12,559-84.8% | $10,802-82.4% | $12,315-84.5% |