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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 | $283,334 | $176,120+60.9% | $159,487+77.7% | $167,553+69.1% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 19.00% | 331.95%-312.9pp | 263.71%-244.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,369 | $7,752+8.0% | $7,354+13.8% | $6,343+31.9% |
| Admin fee / account holder | $3,283 | $12,561-73.9% | $10,804-69.6% | $12,316-73.3% |