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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 | $159,934+68.1% | $147,005+82.9% | $145,959+84.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.12% | 98.24%-80.1pp | 418.76%-400.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $5,417 | $5,287+2.4% | $4,934+9.8% | $4,661+16.2% |
| Participant deferral / active EE | $4,078 | $8,427-51.6% | $8,070-49.5% | $6,689-39.0% |
| Admin fee / account holder | $6,209 | $15,053-58.8% | $13,006-52.3% | $13,398-53.7% |