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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 | $266,627 | $160,028+66.6% | $147,080+81.3% | $145,884+82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,954 | $5,286-63.0% | $4,933-60.4% | $4,662-58.1% |
| Participant deferral / active EE | $13,065 | $8,422+55.1% | $8,066+62.0% | $6,690+95.3% |
| Admin fee / account holder | $8,813 | $15,030-41.4% | $12,989-32.1% | $13,392-34.2% |