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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 | $421,819 | $160,070+163.5% | $147,117+186.7% | $145,897+189.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $5,489 | $5,285+3.9% | $4,932+11.3% | $4,663+17.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $23,104 | $15,035+53.7% | $12,993+77.8% | $13,390+72.5% |