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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 | $257,798 | $160,028+61.1% | $147,080+75.3% | $145,884+76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.70% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,629 | $5,286-12.4% | $4,933-6.2% | $4,662-0.7% |
| Participant deferral / active EE | $6,392 | $8,422-24.1% | $8,066-20.8% | $6,690-4.4% |
| Admin fee / account holder | $4,271 | $15,030-71.6% | $12,989-67.1% | $13,392-68.1% |