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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 | $378,819 | $160,028+136.7% | $147,080+157.6% | $145,884+159.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.74% | 98.60%-88.9pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,536 | $5,286-33.1% | $4,933-28.3% | $4,662-24.2% |
| Participant deferral / active EE | $7,868 | $8,422-6.6% | $8,066-2.5% | $6,690+17.6% |
| Admin fee / account holder | $65,600 | $15,030+336.5% | $12,989+405.1% | $13,392+389.9% |