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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 | $517,508 | $159,978+223.5% | $147,041+251.9% | $145,978+254.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.60% | 98.36%-85.8pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,697 | $5,288-49.0% | $4,935-45.4% | $4,662-42.2% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $6,408 | $15,053-57.4% | $13,006-50.7% | $13,400-52.2% |