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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 | $273,925 | $160,070+71.1% | $147,117+86.2% | $145,897+87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $9,000 | $5,285+70.3% | $4,932+82.5% | $4,663+93.0% |
| Participant deferral / active EE | $24,000 | $8,419+185.1% | $8,065+197.6% | $6,689+258.8% |
| Admin fee / account holder | $5,922 | $15,035-60.6% | $12,993-54.4% | $13,390-55.8% |