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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 | $432,346 | $159,978+170.3% | $147,041+194.0% | $145,978+196.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.65% | 98.36%-85.7pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,339 | $5,288-74.7% | $4,935-72.9% | $4,662-71.3% |
| Participant deferral / active EE | $15,888 | $8,429+88.5% | $8,071+96.8% | $6,690+137.5% |
| Admin fee / account holder | $12,066 | $15,053-19.8% | $13,006-7.2% | $13,400-10.0% |