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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 | $426,132 | $159,934+166.4% | $147,005+189.9% | $145,959+192.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $5,347 | $5,287+1.1% | $4,934+8.4% | $4,661+14.7% |
| Participant deferral / active EE | $12,570 | $8,427+49.2% | $8,070+55.8% | $6,689+87.9% |
| Admin fee / account holder | $4,159 | $15,053-72.4% | $13,006-68.0% | $13,398-69.0% |