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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 | $293,202 | $160,028+83.2% | $147,080+99.3% | $145,884+101.0% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 10.75% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,746 | $5,286-48.1% | $4,933-44.3% | $4,662-41.1% |
| Participant deferral / active EE | $11,725 | $8,422+39.2% | $8,066+45.4% | $6,690+75.3% |
| Admin fee / account holder | $37,007 | $15,030+146.2% | $12,989+184.9% | $13,392+176.3% |