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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 | $268,898 | $160,070+68.0% | $147,117+82.8% | $145,897+84.3% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.12% | 98.69%-80.6pp | 420.54%-402.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $5,417 | $5,285+2.5% | $4,932+9.8% | $4,663+16.2% |
| Participant deferral / active EE | $4,078 | $8,419-51.6% | $8,065-49.4% | $6,689-39.0% |
| Admin fee / account holder | $6,209 | $15,035-58.7% | $12,993-52.2% | $13,390-53.6% |