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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 | $362,602 | $160,028+126.6% | $147,080+146.5% | $145,884+148.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.08% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,312 | $5,286-56.3% | $4,933-53.1% | $4,662-50.4% |
| Participant deferral / active EE | $22,561 | $8,422+167.9% | $8,066+179.7% | $6,690+237.2% |
| Admin fee / account holder | $689 | $15,030-95.4% | $12,989-94.7% | $13,392-94.9% |