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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 | $308,831 | $160,070+92.9% | $147,117+109.9% | $145,897+111.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.53% | 98.69%-83.2pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $20,795 | $5,285+293.5% | $4,932+321.6% | $4,663+346.0% |
| Participant deferral / active EE | $20,191 | $8,419+139.8% | $8,065+150.4% | $6,689+201.8% |
| Admin fee / account holder | $13,919 | $15,035-7.4% | $12,993+7.1% | $13,390+4.0% |