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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 | $330,247 | $160,040+106.4% | $147,096+124.5% | $145,877+126.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.49% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,130 | $5,289-40.8% | $4,936-36.6% | $4,663-32.9% |
| Participant deferral / active EE | $8,723 | $8,429+3.5% | $8,071+8.1% | $6,691+30.4% |
| Admin fee / account holder | $40,172 | $15,050+166.9% | $13,005+208.9% | $13,402+199.7% |