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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 | $328,295 | $160,070+105.1% | $147,117+123.2% | $145,897+125.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,334 | $5,285-36.9% | $4,932-32.4% | $4,663-28.5% |
| Participant deferral / active EE | $19,935 | $8,419+136.8% | $8,065+147.2% | $6,689+198.0% |
| Admin fee / account holder | $2,297 | $15,035-84.7% | $12,993-82.3% | $13,390-82.8% |