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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 | $160,040+63.8% | $147,096+78.3% | $145,877+79.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 45.78% | 98.49%-52.7pp | 419.75%-374.0pp | 551.28%-505.5pp |
| Employer contribution / active EE | $1,151 | $5,289-78.2% | $4,936-76.7% | $4,663-75.3% |
| Participant deferral / active EE | $3,268 | $8,429-61.2% | $8,071-59.5% | $6,691-51.2% |
| Admin fee / account holder | $3,687 | $15,050-75.5% | $13,005-71.6% | $13,402-72.5% |