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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 | $411,297 | $148,623+176.7% | $135,974+202.5% | $139,466+194.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.34% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,000 | $5,246-61.9% | $4,859-58.8% | $4,754-57.9% |
| Participant deferral / active EE | $9,000 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $3,608 | $12,406-70.9% | $10,767-66.5% | $11,409-68.4% |