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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 | $316,459 | $160,070+97.7% | $147,117+115.1% | $145,897+116.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.39% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,198 | $5,285-77.3% | $4,932-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $7,600 | $8,419-9.7% | $8,065-5.8% | $6,689+13.6% |
| Admin fee / account holder | $743 | $15,035-95.1% | $12,993-94.3% | $13,390-94.4% |