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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 | $491,642 | $160,059+207.2% | $140,019+251.1% | $135,379+263.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 7.40% | 911.44%-904.0pp | 651.15%-643.8pp | 519.79%-512.4pp |
| Employer contribution / active EE | $4,086 | $6,420-36.4% | $5,605-27.1% | $4,779-14.5% |
| Participant deferral / active EE | $10,325 | $7,641+35.1% | $6,927+49.1% | $5,609+84.1% |
| Admin fee / account holder | $26,308 | $13,328+97.4% | $10,705+145.7% | $10,828+143.0% |