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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 | $160,040+86.6% | $147,096+103.0% | $145,877+104.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.94% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,688 | $8,429+145.4% | $8,071+156.3% | $6,691+209.2% |
| Admin fee / account holder | $2,183 | $15,050-85.5% | $13,005-83.2% | $13,402-83.7% |