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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 | $267,439 | $160,040+67.1% | $147,096+81.8% | $145,877+83.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.17% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $4,572 | $5,289-13.6% | $4,936-7.4% | $4,663-2.0% |
| Participant deferral / active EE | $7,575 | $8,429-10.1% | $8,071-6.1% | $6,691+13.2% |
| Admin fee / account holder | $8,192 | $15,050-45.6% | $13,005-37.0% | $13,402-38.9% |