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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 | $382,652 | $160,070+139.1% | $147,117+160.1% | $145,897+162.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.95% | 98.69%-77.7pp | 420.54%-399.6pp | 552.29%-531.3pp |
| Employer contribution / active EE | $6,288 | $5,285+19.0% | $4,932+27.5% | $4,663+34.9% |
| Participant deferral / active EE | $8,793 | $8,419+4.4% | $8,065+9.0% | $6,689+31.4% |
| Admin fee / account holder | $19,176 | $15,035+27.5% | $12,993+47.6% | $13,390+43.2% |