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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 | $448,151 | $159,934+180.2% | $147,005+204.9% | $145,959+207.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.59% | 98.24%-83.6pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,150 | $5,287-59.3% | $4,934-56.4% | $4,661-53.9% |
| Participant deferral / active EE | $9,993 | $8,427+18.6% | $8,070+23.8% | $6,689+49.4% |
| Admin fee / account holder | $414 | $15,053-97.3% | $13,006-96.8% | $13,398-96.9% |