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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 | $278,351 | $160,070+73.9% | $147,117+89.2% | $145,897+90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.39% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $6,152 | $5,285+16.4% | $4,932+24.7% | $4,663+31.9% |
| Participant deferral / active EE | $18,586 | $8,419+120.8% | $8,065+130.5% | $6,689+177.9% |
| Admin fee / account holder | $12,721 | $15,035-15.4% | $12,993-2.1% | $13,390-5.0% |