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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 | $409,041 | $176,077+132.3% | $159,455+156.5% | $167,518+144.2% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 13.83% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $4,532 | $5,298-14.5% | $4,830-6.2% | $4,838-6.3% |
| Participant deferral / active EE | $7,573 | $7,751-2.3% | $7,353+3.0% | $6,342+19.4% |
| Admin fee / account holder | $7,816 | $12,556-37.8% | $10,800-27.6% | $12,312-36.5% |