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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 | $282,476 | $160,070+76.5% | $147,117+92.0% | $145,897+93.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.33% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,245 | $5,285-57.5% | $4,932-54.5% | $4,663-51.8% |
| Participant deferral / active EE | $11,632 | $8,419+38.2% | $8,065+44.2% | $6,689+73.9% |
| Admin fee / account holder | $1,176 | $15,035-92.2% | $12,993-90.9% | $13,390-91.2% |