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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 | $400,488 | $159,934+150.4% | $147,005+172.4% | $145,959+174.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,154 | $5,287-40.3% | $4,934-36.1% | $4,661-32.3% |
| Participant deferral / active EE | $6,287 | $8,427-25.4% | $8,070-22.1% | $6,689-6.0% |
| Admin fee / account holder | $2,714 | $15,053-82.0% | $13,006-79.1% | $13,398-79.7% |