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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 | $317,886 | $159,978+98.7% | $147,041+116.2% | $145,978+117.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.21% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $4,287 | $5,288-18.9% | $4,935-13.1% | $4,662-8.0% |
| Participant deferral / active EE | $5,764 | $8,429-31.6% | $8,071-28.6% | $6,690-13.8% |
| Admin fee / account holder | $1,028 | $15,053-93.2% | $13,006-92.1% | $13,400-92.3% |