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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 | $348,543 | $160,028+117.8% | $147,080+137.0% | $145,884+138.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.90% | 98.60%-80.7pp | 420.17%-402.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $5,933 | $5,286+12.2% | $4,933+20.3% | $4,662+27.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,626 | $15,030-82.5% | $12,989-79.8% | $13,392-80.4% |