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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 | $274,819 | $160,070+71.7% | $147,117+86.8% | $145,897+88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.99% | 98.69%-78.7pp | 420.54%-400.6pp | 552.29%-532.3pp |
| Employer contribution / active EE | $4,975 | $5,285-5.9% | $4,932+0.9% | $4,663+6.7% |
| Participant deferral / active EE | $12,458 | $8,419+48.0% | $8,065+54.5% | $6,689+86.2% |
| Admin fee / account holder | $6,360 | $15,035-57.7% | $12,993-51.0% | $13,390-52.5% |