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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 | $287,852 | $159,978+79.9% | $147,041+95.8% | $145,978+97.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 98.36%-87.2pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,050 | $5,288-80.2% | $4,935-78.7% | $4,662-77.5% |
| Participant deferral / active EE | $11,615 | $8,429+37.8% | $8,071+43.9% | $6,690+73.6% |
| Admin fee / account holder | $2,775 | $15,053-81.6% | $13,006-78.7% | $13,400-79.3% |