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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 | $306,876 | $160,028+91.8% | $147,080+108.6% | $145,884+110.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.63% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $5,507 | $5,286+4.2% | $4,933+11.6% | $4,662+18.1% |
| Participant deferral / active EE | $11,171 | $8,422+32.6% | $8,066+38.5% | $6,690+67.0% |
| Admin fee / account holder | $1,392 | $15,030-90.7% | $12,989-89.3% | $13,392-89.6% |