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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 | $272,260 | $160,070+70.1% | $147,117+85.1% | $145,897+86.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.40% | 98.69%-82.3pp | 420.54%-404.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $10,255 | $5,285+94.1% | $4,932+107.9% | $4,663+119.9% |
| Participant deferral / active EE | $10,779 | $8,419+28.0% | $8,065+33.7% | $6,689+61.1% |
| Admin fee / account holder | $1,813 | $15,035-87.9% | $12,993-86.0% | $13,390-86.5% |