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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 | $160,070+68.4% | $147,117+83.3% | $145,897+84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $5,459 | $5,285+3.3% | $4,932+10.7% | $4,663+17.1% |
| Participant deferral / active EE | $16,105 | $8,419+91.3% | $8,065+99.7% | $6,689+140.8% |
| Admin fee / account holder | $9,249 | $15,035-38.5% | $12,993-28.8% | $13,390-30.9% |