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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 | $591,618 | $176,105+235.9% | $159,474+271.0% | $167,536+253.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.76% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.1pp |
| Employer contribution / active EE | $2,779 | $5,299-47.6% | $4,831-42.5% | $4,839-42.6% |
| Participant deferral / active EE | $8,559 | $7,751+10.4% | $7,353+16.4% | $6,342+35.0% |
| Admin fee / account holder | $2,652 | $12,559-78.9% | $10,802-75.4% | $12,315-78.5% |