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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 | $416,967 | $160,070+160.5% | $147,117+183.4% | $145,897+185.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,700 | $5,285-48.9% | $4,932-45.3% | $4,663-42.1% |
| Participant deferral / active EE | $30,000 | $8,419+256.3% | $8,065+272.0% | $6,689+348.5% |
| Admin fee / account holder | $1,737 | $15,035-88.4% | $12,993-86.6% | $13,390-87.0% |