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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 | $414,584 | $160,070+159.0% | $147,117+181.8% | $145,897+184.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.97% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $8,293 | $5,285+56.9% | $4,932+68.1% | $4,663+77.9% |
| Participant deferral / active EE | $10,606 | $8,419+26.0% | $8,065+31.5% | $6,689+58.6% |
| Admin fee / account holder | $7,267 | $15,035-51.7% | $12,993-44.1% | $13,390-45.7% |