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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 | $254,638 | $148,582+71.4% | $135,942+87.3% | $139,456+82.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.82% | 79.26%-59.4pp | 68.28%-48.5pp | 373.45%-353.6pp |
| Employer contribution / active EE | $2,628 | $5,245-49.9% | $4,858-45.9% | $4,753-44.7% |
| Participant deferral / active EE | $5,019 | $8,101-38.0% | $7,759-35.3% | $6,711-25.2% |
| Admin fee / account holder | $890 | $12,402-92.8% | $10,764-91.7% | $11,407-92.2% |