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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 | $417,830 | $160,070+161.0% | $147,117+184.0% | $145,897+186.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $6,030 | $5,285+14.1% | $4,932+22.3% | $4,663+29.3% |
| Participant deferral / active EE | $18,500 | $8,419+119.7% | $8,065+129.4% | $6,689+176.6% |
| Admin fee / account holder | $9,054 | $15,035-39.8% | $12,993-30.3% | $13,390-32.4% |