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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 | $294,120 | $159,978+83.9% | $147,041+100.0% | $145,978+101.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 20.28% | 98.36%-78.1pp | 419.21%-398.9pp | 550.52%-530.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,929 | $8,429+29.7% | $8,071+35.4% | $6,690+63.4% |
| Admin fee / account holder | $2,160 | $15,053-85.7% | $13,006-83.4% | $13,400-83.9% |