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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 | $160,040+159.1% | $147,096+181.8% | $145,877+184.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.97% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $8,293 | $5,289+56.8% | $4,936+68.0% | $4,663+77.8% |
| Participant deferral / active EE | $10,606 | $8,429+25.8% | $8,071+31.4% | $6,691+58.5% |
| Admin fee / account holder | $7,267 | $15,050-51.7% | $13,005-44.1% | $13,402-45.8% |