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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 | $159,978+159.2% | $147,041+182.0% | $145,978+184.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.97% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.6pp |
| Employer contribution / active EE | $8,293 | $5,288+56.8% | $4,935+68.0% | $4,662+77.9% |
| Participant deferral / active EE | $10,606 | $8,429+25.8% | $8,071+31.4% | $6,690+58.5% |
| Admin fee / account holder | $7,267 | $15,053-51.7% | $13,006-44.1% | $13,400-45.8% |