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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 | $447,512 | $148,629+201.1% | $135,982+229.1% | $139,487+220.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | 57.31% | 79.33%-22.0pp | 68.32%-11.0pp | 373.84%-316.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,621 | $8,102-18.3% | $7,760-14.7% | $6,713-1.4% |
| Admin fee / account holder | $24,387 | $12,406+96.6% | $10,767+126.5% | $11,407+113.8% |