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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 | $400,098 | $159,978+150.1% | $147,041+172.1% | $145,978+174.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.79% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $18,867 | $5,288+256.8% | $4,935+282.3% | $4,662+304.7% |
| Participant deferral / active EE | $9,656 | $8,429+14.6% | $8,071+19.6% | $6,690+44.3% |
| Admin fee / account holder | $10,242 | $15,053-32.0% | $13,006-21.3% | $13,400-23.6% |