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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 | $427,746 | $160,070+167.2% | $147,117+190.8% | $145,897+193.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.99% | 98.69%-71.7pp | 420.54%-393.6pp | 552.29%-525.3pp |
| Employer contribution / active EE | $1,065 | $5,285-79.8% | $4,932-78.4% | $4,663-77.2% |
| Participant deferral / active EE | $4,521 | $8,419-46.3% | $8,065-43.9% | $6,689-32.4% |
| Admin fee / account holder | $3,921 | $15,035-73.9% | $12,993-69.8% | $13,390-70.7% |