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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 | $460,227 | $160,028+187.6% | $147,080+212.9% | $145,884+215.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.42% | 98.60%-78.2pp | 420.17%-399.8pp | 551.85%-531.4pp |
| Employer contribution / active EE | $4,866 | $5,286-7.9% | $4,933-1.4% | $4,662+4.4% |
| Participant deferral / active EE | $10,634 | $8,422+26.3% | $8,066+31.8% | $6,690+59.0% |
| Admin fee / account holder | $10,190 | $15,030-32.2% | $12,989-21.5% | $13,392-23.9% |