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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 | $312,698 | $160,070+95.4% | $147,117+112.6% | $145,897+114.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,110 | $5,285-41.1% | $4,932-36.9% | $4,663-33.3% |
| Participant deferral / active EE | $18,423 | $8,419+118.8% | $8,065+128.4% | $6,689+175.4% |
| Admin fee / account holder | $2,098 | $15,035-86.0% | $12,993-83.9% | $13,390-84.3% |