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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 | $159,978+68.5% | $147,041+83.4% | $145,978+84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 98.36%-83.5pp | 419.21%-404.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $5,459 | $5,288+3.2% | $4,935+10.6% | $4,662+17.1% |
| Participant deferral / active EE | $16,105 | $8,429+91.1% | $8,071+99.5% | $6,690+140.7% |
| Admin fee / account holder | $9,249 | $15,053-38.6% | $13,006-28.9% | $13,400-31.0% |