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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 | $251,677 | $176,077+42.9% | $159,455+57.8% | $167,518+50.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.66% | 331.83%-319.2pp | 263.63%-251.0pp | 478.71%-466.0pp |
| Employer contribution / active EE | $2,611 | $5,298-50.7% | $4,830-45.9% | $4,838-46.0% |
| Participant deferral / active EE | $12,173 | $7,751+57.1% | $7,353+65.6% | $6,342+91.9% |
| Admin fee / account holder | $3,202 | $12,556-74.5% | $10,800-70.3% | $12,312-74.0% |