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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 | $552,865 | $160,070+245.4% | $147,117+275.8% | $145,897+278.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.03% | 98.69%-87.7pp | 420.54%-409.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,780 | $8,419-31.3% | $8,065-28.3% | $6,689-13.6% |
| Admin fee / account holder | $25,625 | $15,035+70.4% | $12,993+97.2% | $13,390+91.4% |