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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 | $510,999 | $160,028+219.3% | $147,080+247.4% | $145,884+250.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.23% | 98.60%-81.4pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,800 | $8,422-19.3% | $8,066-15.7% | $6,690+1.6% |
| Admin fee / account holder | $784 | $15,030-94.8% | $12,989-94.0% | $13,392-94.1% |