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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 | $263,073 | $176,105+49.4% | $159,474+65.0% | $167,536+57.0% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 12.31% | 331.91%-319.6pp | 263.68%-251.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $3,104 | $5,299-41.4% | $4,831-35.7% | $4,839-35.9% |
| Participant deferral / active EE | $8,756 | $7,751+13.0% | $7,353+19.1% | $6,342+38.1% |
| Admin fee / account holder | $9,992 | $12,559-20.4% | $10,802-7.5% | $12,315-18.9% |