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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 | $460,073 | $208,088+121.1% | $186,193+147.1% | $154,746+197.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.74% | 89.97%-80.2pp | 78.03%-68.3pp | 172.34%-162.6pp |
| Employer contribution / active EE | $5,000 | $4,340+15.2% | $3,918+27.6% | $4,379+14.2% |
| Participant deferral / active EE | $6,000 | $7,078-15.2% | $6,513-7.9% | $6,730-10.9% |
| Admin fee / account holder | $1,831 | $11,698-84.3% | $11,058-83.4% | $14,365-87.3% |