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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 | $349,006 | $168,635+107.0% | $147,617+136.4% | $125,389+178.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.45% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $7,841 | $6,252+25.4% | $5,564+40.9% | $4,866+61.1% |
| Participant deferral / active EE | $6,885 | $5,507+25.0% | $4,895+40.6% | $5,352+28.7% |
| Admin fee / account holder | $8,938 | $13,580-34.2% | $11,612-23.0% | $9,541-6.3% |