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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 | $366,186 | $159,978+128.9% | $147,041+149.0% | $145,978+150.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.92% | 98.36%-86.4pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $4,596 | $5,288-13.1% | $4,935-6.9% | $4,662-1.4% |
| Participant deferral / active EE | $5,845 | $8,429-30.7% | $8,071-27.6% | $6,690-12.6% |
| Admin fee / account holder | $3,191 | $15,053-78.8% | $13,006-75.5% | $13,400-76.2% |