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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 | $376,830 | $160,028+135.5% | $147,080+156.2% | $145,884+158.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.79% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,078 | $5,286-41.8% | $4,933-37.6% | $4,662-34.0% |
| Participant deferral / active EE | $10,445 | $8,422+24.0% | $8,066+29.5% | $6,690+56.1% |
| Admin fee / account holder | $885 | $15,030-94.1% | $12,989-93.2% | $13,392-93.4% |