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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 | $254,411 | $175,231+45.2% | $149,696+70.0% | $139,466+82.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.30% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,142 | $5,478-60.9% | $4,821-55.6% | $4,754-54.9% |
| Participant deferral / active EE | $7,343 | $6,521+12.6% | $5,682+29.2% | $6,712+9.4% |
| Admin fee / account holder | $2,953 | $16,155-81.7% | $13,212-77.7% | $11,409-74.1% |