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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 | $321,975 | $159,934+101.3% | $147,005+119.0% | $145,959+120.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.50% | 98.24%-80.7pp | 418.76%-401.3pp | 561.95%-544.4pp |
| Employer contribution / active EE | $2,425 | $5,287-54.1% | $4,934-50.9% | $4,661-48.0% |
| Participant deferral / active EE | $22,875 | $8,427+171.4% | $8,070+183.5% | $6,689+242.0% |
| Admin fee / account holder | $66,325 | $15,053+340.6% | $13,006+409.9% | $13,398+395.0% |