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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 | $353,943 | $160,028+121.2% | $147,080+140.6% | $145,884+142.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.96% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $5,006 | $5,286-5.3% | $4,933+1.5% | $4,662+7.4% |
| Participant deferral / active EE | $10,408 | $8,422+23.6% | $8,066+29.0% | $6,690+55.6% |
| Admin fee / account holder | $3,534 | $15,030-76.5% | $12,989-72.8% | $13,392-73.6% |