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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 | $370,914 | $159,978+131.9% | $147,041+152.3% | $145,978+154.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.90% | 98.36%-80.5pp | 419.21%-401.3pp | 550.52%-532.6pp |
| Employer contribution / active EE | $4,205 | $5,288-20.5% | $4,935-14.8% | $4,662-9.8% |
| Participant deferral / active EE | $11,364 | $8,429+34.8% | $8,071+40.8% | $6,690+69.9% |
| Admin fee / account holder | $4,357 | $15,053-71.1% | $13,006-66.5% | $13,400-67.5% |