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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 | $478,529 | $160,070+199.0% | $147,117+225.3% | $145,897+228.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.88% | 98.69%-79.8pp | 420.54%-401.7pp | 552.29%-533.4pp |
| Employer contribution / active EE | $6,929 | $5,285+31.1% | $4,932+40.5% | $4,663+48.6% |
| Participant deferral / active EE | $8,837 | $8,419+5.0% | $8,065+9.6% | $6,689+32.1% |
| Admin fee / account holder | $11,730 | $15,035-22.0% | $12,993-9.7% | $13,390-12.4% |