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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 | $435,008 | $160,070+171.8% | $147,117+195.7% | $145,897+198.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.10% | 98.69%-82.6pp | 420.54%-404.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,382 | $5,285-73.8% | $4,932-72.0% | $4,663-70.4% |
| Participant deferral / active EE | $17,220 | $8,419+104.5% | $8,065+113.5% | $6,689+157.4% |
| Admin fee / account holder | $4,833 | $15,035-67.9% | $12,993-62.8% | $13,390-63.9% |