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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 | $578,659 | $176,077+228.6% | $159,455+262.9% | $167,518+245.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 25.37% | 331.83%-306.5pp | 263.63%-238.3pp | 478.71%-453.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,320 | $7,751+7.3% | $7,353+13.1% | $6,342+31.2% |
| Admin fee / account holder | $62,093 | $12,556+394.5% | $10,800+474.9% | $12,312+404.3% |