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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 | $422,766 | $160,028+164.2% | $147,080+187.4% | $145,884+189.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.60% | 98.60%-64.0pp | 420.17%-385.6pp | 551.85%-517.3pp |
| Employer contribution / active EE | $9,793 | $5,286+85.3% | $4,933+98.5% | $4,662+110.0% |
| Participant deferral / active EE | $5,178 | $8,422-38.5% | $8,066-35.8% | $6,690-22.6% |
| Admin fee / account holder | $2,835 | $15,030-81.1% | $12,989-78.2% | $13,392-78.8% |