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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 | $252,848 | $160,028+58.0% | $147,080+71.9% | $145,884+73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.76% | 98.60%-72.8pp | 420.17%-394.4pp | 551.85%-526.1pp |
| Employer contribution / active EE | $3,299 | $5,286-37.6% | $4,933-33.1% | $4,662-29.2% |
| Participant deferral / active EE | $9,805 | $8,422+16.4% | $8,066+21.6% | $6,690+46.6% |
| Admin fee / account holder | $2,415 | $15,030-83.9% | $12,989-81.4% | $13,392-82.0% |