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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 | $298,639 | $160,070+86.6% | $147,117+103.0% | $145,897+104.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.94% | 98.69%-82.7pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,688 | $8,419+145.7% | $8,065+156.5% | $6,689+209.3% |
| Admin fee / account holder | $2,183 | $15,035-85.5% | $12,993-83.2% | $13,390-83.7% |