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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 | $387,724 | $159,978+142.4% | $147,041+163.7% | $145,978+165.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.63% | 98.36%-86.7pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $6,877 | $5,288+30.0% | $4,935+39.4% | $4,662+47.5% |
| Participant deferral / active EE | $18,815 | $8,429+123.2% | $8,071+133.1% | $6,690+181.3% |
| Admin fee / account holder | $422 | $15,053-97.2% | $13,006-96.8% | $13,400-96.9% |