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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 | $544,338 | $160,040+240.1% | $147,096+270.1% | $145,877+273.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.54% | 98.49%-80.0pp | 419.75%-401.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,543 | $5,289-70.8% | $4,936-68.7% | $4,663-66.9% |
| Participant deferral / active EE | $10,225 | $8,429+21.3% | $8,071+26.7% | $6,691+52.8% |
| Admin fee / account holder | $5,271 | $15,050-65.0% | $13,005-59.5% | $13,402-60.7% |