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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 | $398,729 | $148,582+168.4% | $135,942+193.3% | $139,456+185.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.39% | 79.26%-64.9pp | 68.28%-53.9pp | 373.45%-359.1pp |
| Employer contribution / active EE | $3,735 | $5,245-28.8% | $4,858-23.1% | $4,753-21.4% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,271 | $12,402-57.5% | $10,764-51.0% | $11,407-53.8% |