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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 | $160,070+158.2% | $147,117+181.0% | $145,897+183.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.68% | 98.69%-70.0pp | 420.54%-391.9pp | 552.29%-523.6pp |
| Employer contribution / active EE | $2,441 | $5,285-53.8% | $4,932-50.5% | $4,663-47.7% |
| Participant deferral / active EE | $7,303 | $8,419-13.3% | $8,065-9.4% | $6,689+9.2% |
| Admin fee / account holder | $8,215 | $15,035-45.4% | $12,993-36.8% | $13,390-38.6% |