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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 | $290,947 | $144,130+101.9% | $117,861+146.9% | $147,586+97.1% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 12.33% | 531.20%-518.9pp | 335.11%-322.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $4,402 | $4,897-10.1% | $3,786+16.3% | $4,876-9.7% |
| Participant deferral / active EE | $5,989 | $5,316+12.7% | $4,482+33.6% | $5,439+10.1% |
| Admin fee / account holder | $51,912 | $10,887+376.8% | $8,021+547.2% | $10,886+376.9% |