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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 | $278,626 | $167,030+66.8% | $135,768+105.2% | $155,188+79.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 9.43% | 678.39%-669.0pp | 526.10%-516.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $6,250 | $4,132+51.2% | $3,394+84.2% | $4,248+47.1% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,754 | $8,172+31.6% | $7,048+52.6% | $14,480-25.7% |