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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 | $302,397 | $176,688+71.1% | $130,660+131.4% | $152,909+97.8% |
| Participation rate | 73.3% | 79.0%-5.6pp | 71.7%+1.6pp | 82.5%-9.1pp |
| Annual return | 19.49% | 2693.08%-2673.6pp | 1709.29%-1689.8pp | 345.46%-326.0pp |
| Employer contribution / active EE | $2,403 | $5,743-58.2% | $4,092-41.3% | $4,764-49.6% |
| Participant deferral / active EE | $8,760 | $4,362+100.8% | $3,603+143.1% | $5,851+49.7% |
| Admin fee / account holder | $2,789 | $7,131-60.9% | $5,463-49.0% | $11,601-76.0% |