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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 | $413,335 | $159,934+158.4% | $147,005+181.2% | $145,959+183.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.68% | 98.24%-69.6pp | 418.76%-390.1pp | 561.95%-533.3pp |
| Employer contribution / active EE | $2,441 | $5,287-53.8% | $4,934-50.5% | $4,661-47.6% |
| Participant deferral / active EE | $7,303 | $8,427-13.3% | $8,070-9.5% | $6,689+9.2% |
| Admin fee / account holder | $8,215 | $15,053-45.4% | $13,006-36.8% | $13,398-38.7% |