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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 | $399,831 | $159,978+149.9% | $147,041+171.9% | $145,978+173.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.12% | 98.36%-83.2pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,132 | $5,288-59.7% | $4,935-56.8% | $4,662-54.3% |
| Participant deferral / active EE | $9,050 | $8,429+7.4% | $8,071+12.1% | $6,690+35.3% |
| Admin fee / account holder | $740 | $15,053-95.1% | $13,006-94.3% | $13,400-94.5% |