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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 | $250,950 | $160,028+56.8% | $147,080+70.6% | $145,884+72.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.72% | 98.60%-79.9pp | 420.17%-401.4pp | 551.85%-533.1pp |
| Employer contribution / active EE | $3,020 | $5,286-42.9% | $4,933-38.8% | $4,662-35.2% |
| Participant deferral / active EE | $9,031 | $8,422+7.2% | $8,066+12.0% | $6,690+35.0% |
| Admin fee / account holder | $32,306 | $15,030+114.9% | $12,989+148.7% | $13,392+141.2% |