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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 | $424,223 | $160,028+165.1% | $147,080+188.4% | $145,884+190.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.15% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,460 | $5,286-34.5% | $4,933-29.9% | $4,662-25.8% |
| Participant deferral / active EE | $11,004 | $8,422+30.7% | $8,066+36.4% | $6,690+64.5% |
| Admin fee / account holder | $740 | $15,030-95.1% | $12,989-94.3% | $13,392-94.5% |