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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 | $262,203 | $160,070+63.8% | $147,117+78.2% | $145,897+79.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 45.78% | 98.69%-52.9pp | 420.54%-374.8pp | 552.29%-506.5pp |
| Employer contribution / active EE | $1,151 | $5,285-78.2% | $4,932-76.7% | $4,663-75.3% |
| Participant deferral / active EE | $3,268 | $8,419-61.2% | $8,065-59.5% | $6,689-51.2% |
| Admin fee / account holder | $3,687 | $15,035-75.5% | $12,993-71.6% | $13,390-72.5% |