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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 | $279,569 | $160,028+74.7% | $147,080+90.1% | $145,884+91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,391 | $5,286-35.8% | $4,933-31.3% | $4,662-27.3% |
| Participant deferral / active EE | $13,383 | $8,422+58.9% | $8,066+65.9% | $6,690+100.1% |
| Admin fee / account holder | $2,994 | $15,030-80.1% | $12,989-76.9% | $13,392-77.6% |