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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 | $444,515 | $159,978+177.9% | $147,041+202.3% | $145,978+204.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $3,835 | $5,288-27.5% | $4,935-22.3% | $4,662-17.7% |
| Participant deferral / active EE | $15,850 | $8,429+88.0% | $8,071+96.4% | $6,690+136.9% |
| Admin fee / account holder | $14,813 | $15,053-1.6% | $13,006+13.9% | $13,400+10.5% |