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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 | $304,935 | $160,070+90.5% | $147,117+107.3% | $145,897+109.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 17.74% | 98.69%-80.9pp | 420.54%-402.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,663 | $5,285-49.6% | $4,932-46.0% | $4,663-42.9% |
| Participant deferral / active EE | $7,367 | $8,419-12.5% | $8,065-8.6% | $6,689+10.1% |
| Admin fee / account holder | $2,975 | $15,035-80.2% | $12,993-77.1% | $13,390-77.8% |