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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 | $389,919 | $159,978+143.7% | $147,041+165.2% | $145,978+167.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 16.41% | 98.36%-82.0pp | 419.21%-402.8pp | 550.52%-534.1pp |
| Employer contribution / active EE | $3,073 | $5,288-41.9% | $4,935-37.7% | $4,662-34.1% |
| Participant deferral / active EE | $8,065 | $8,429-4.3% | $8,071-0.1% | $6,690+20.6% |
| Admin fee / account holder | $12,553 | $15,053-16.6% | $13,006-3.5% | $13,400-6.3% |