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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 | $270,394 | $160,070+68.9% | $147,117+83.8% | $145,897+85.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.38% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,421 | $5,285-54.2% | $4,932-50.9% | $4,663-48.1% |
| Participant deferral / active EE | $8,463 | $8,419+0.5% | $8,065+4.9% | $6,689+26.5% |
| Admin fee / account holder | $5,518 | $15,035-63.3% | $12,993-57.5% | $13,390-58.8% |