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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 | $160,070+106.3% | $147,117+124.5% | $145,897+126.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.49% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,130 | $5,285-40.8% | $4,932-36.6% | $4,663-32.9% |
| Participant deferral / active EE | $8,723 | $8,419+3.6% | $8,065+8.2% | $6,689+30.4% |
| Admin fee / account holder | $40,172 | $15,035+167.2% | $12,993+209.2% | $13,390+200.0% |