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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 | $428,137 | $111,535+283.9% | $105,223+306.9% | $137,256+211.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 100.76% | 237.85%-137.1pp | 180.65%-79.9pp | 220.34%-119.6pp |
| Employer contribution / active EE | $5,855 | $3,939+48.6% | $3,689+58.7% | $4,156+40.9% |
| Participant deferral / active EE | $11,006 | $5,500+100.1% | $5,072+117.0% | $6,407+71.8% |
| Admin fee / account holder | $401 | $9,721-95.9% | $8,859-95.5% | $12,270-96.7% |