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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 | $269,416 | $160,070+68.3% | $147,117+83.1% | $145,897+84.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 24.75% | 98.69%-73.9pp | 420.54%-395.8pp | 552.29%-527.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,715 | $8,419+3.5% | $8,065+8.1% | $6,689+30.3% |
| Admin fee / account holder | $376,752 | $15,035+2405.8% | $12,993+2799.7% | $13,390+2713.6% |