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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 | $604,871 | $159,978+278.1% | $147,041+311.4% | $145,978+314.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.06% | 98.36%-81.3pp | 419.21%-402.1pp | 550.52%-533.5pp |
| Employer contribution / active EE | $3,573 | $5,288-32.4% | $4,935-27.6% | $4,662-23.3% |
| Participant deferral / active EE | $20,829 | $8,429+147.1% | $8,071+158.1% | $6,690+211.4% |
| Admin fee / account holder | $1,356 | $15,053-91.0% | $13,006-89.6% | $13,400-89.9% |