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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 | $160,028+77.3% | $147,080+92.9% | $145,884+94.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.18% | 98.60%-85.4pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $17,365 | $5,286+228.5% | $4,933+252.0% | $4,662+272.5% |
| Participant deferral / active EE | $11,145 | $8,422+32.3% | $8,066+38.2% | $6,690+66.6% |
| Admin fee / account holder | $22,037 | $15,030+46.6% | $12,989+69.7% | $13,392+64.6% |