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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 | $392,029 | $183,988+113.1% | $162,177+141.7% | $152,897+156.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 34.88% | 150.79%-115.9pp | 115.60%-80.7pp | 345.43%-310.6pp |
| Employer contribution / active EE | $7,040 | $6,370+10.5% | $5,613+25.4% | $4,764+47.8% |
| Participant deferral / active EE | $20,873 | $8,032+159.9% | $7,297+186.1% | $5,851+256.7% |
| Admin fee / account holder | $2,554 | $13,123-80.5% | $10,843-76.4% | $11,599-78.0% |