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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 | $358,978 | $160,040+124.3% | $147,096+144.0% | $145,877+146.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.44% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,115 | $5,289-41.1% | $4,936-36.9% | $4,663-33.2% |
| Participant deferral / active EE | $11,146 | $8,429+32.2% | $8,071+38.1% | $6,691+66.6% |
| Admin fee / account holder | $35,968 | $15,050+139.0% | $13,005+176.6% | $13,402+168.4% |