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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 | $269,619 | $159,934+68.6% | $147,005+83.4% | $145,959+84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,459 | $5,287+3.2% | $4,934+10.6% | $4,661+17.1% |
| Participant deferral / active EE | $16,105 | $8,427+91.1% | $8,070+99.6% | $6,689+140.8% |
| Admin fee / account holder | $9,249 | $15,053-38.6% | $13,006-28.9% | $13,398-31.0% |