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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 | $335,803 | $160,070+109.8% | $147,117+128.3% | $145,897+130.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $4,393 | $5,285-16.9% | $4,932-10.9% | $4,663-5.8% |
| Participant deferral / active EE | $8,156 | $8,419-3.1% | $8,065+1.1% | $6,689+21.9% |
| Admin fee / account holder | $2,478 | $15,035-83.5% | $12,993-80.9% | $13,390-81.5% |