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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 | $160,070+240.1% | $147,117+270.0% | $145,897+273.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.54% | 98.69%-80.1pp | 420.54%-402.0pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,543 | $5,285-70.8% | $4,932-68.7% | $4,663-66.9% |
| Participant deferral / active EE | $10,225 | $8,419+21.4% | $8,065+26.8% | $6,689+52.9% |
| Admin fee / account holder | $5,271 | $15,035-64.9% | $12,993-59.4% | $13,390-60.6% |