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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 | $628,403 | $106,008+492.8% | $92,240+581.3% | $147,586+325.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 10.63% | 50.05%-39.4pp | 176.29%-165.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $8,126 | $4,333+87.5% | $3,680+120.8% | $4,876+66.6% |
| Participant deferral / active EE | $5,793 | $4,478+29.3% | $3,897+48.6% | $5,439+6.5% |
| Admin fee / account holder | $5,674 | $6,333-10.4% | $5,194+9.2% | $10,886-47.9% |