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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 | $308,367 | $160,070+92.6% | $147,117+109.6% | $145,897+111.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.06% | 98.69%-76.6pp | 420.54%-398.5pp | 552.29%-530.2pp |
| Employer contribution / active EE | $1,450 | $5,285-72.6% | $4,932-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $6,889 | $8,419-18.2% | $8,065-14.6% | $6,689+3.0% |
| Admin fee / account holder | $15,362 | $15,035+2.2% | $12,993+18.2% | $13,390+14.7% |