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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 | $336,757 | $160,028+110.4% | $147,080+129.0% | $145,884+130.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,381 | $5,286-36.0% | $4,933-31.5% | $4,662-27.5% |
| Participant deferral / active EE | $13,520 | $8,422+60.5% | $8,066+67.6% | $6,690+102.1% |
| Admin fee / account holder | $1,431 | $15,030-90.5% | $12,989-89.0% | $13,392-89.3% |