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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 | $283,707 | $159,978+77.3% | $147,041+92.9% | $145,978+94.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.18% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $17,365 | $5,288+228.4% | $4,935+251.9% | $4,662+272.5% |
| Participant deferral / active EE | $11,145 | $8,429+32.2% | $8,071+38.1% | $6,690+66.6% |
| Admin fee / account holder | $22,037 | $15,053+46.4% | $13,006+69.4% | $13,400+64.4% |