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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 | $432,954 | $160,070+170.5% | $147,117+194.3% | $145,897+196.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.71% | 98.69%-77.0pp | 420.54%-398.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $5,813 | $5,285+10.0% | $4,932+17.9% | $4,663+24.7% |
| Participant deferral / active EE | $14,966 | $8,419+77.8% | $8,065+85.6% | $6,689+123.7% |
| Admin fee / account holder | $580 | $15,035-96.1% | $12,993-95.5% | $13,390-95.7% |