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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 | $160,028+101.2% | $147,080+118.9% | $145,884+120.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.50% | 98.60%-81.1pp | 420.17%-402.7pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,425 | $5,286-54.1% | $4,933-50.9% | $4,662-48.0% |
| Participant deferral / active EE | $22,875 | $8,422+171.6% | $8,066+183.6% | $6,690+241.9% |
| Admin fee / account holder | $66,325 | $15,030+341.3% | $12,989+410.6% | $13,392+395.3% |