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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 | $285,127 | $160,040+78.2% | $147,096+93.8% | $145,877+95.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.82% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $4,900 | $5,289-7.4% | $4,936-0.7% | $4,663+5.1% |
| Participant deferral / active EE | $8,542 | $8,429+1.3% | $8,071+5.8% | $6,691+27.7% |
| Admin fee / account holder | $8,272 | $15,050-45.0% | $13,005-36.4% | $13,402-38.3% |