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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 | $790,735 | $159,934+394.4% | $147,005+437.9% | $145,959+441.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.97% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $5,950 | $5,287+12.5% | $4,934+20.6% | $4,661+27.7% |
| Participant deferral / active EE | $15,263 | $8,427+81.1% | $8,070+89.1% | $6,689+128.2% |
| Admin fee / account holder | $512 | $15,053-96.6% | $13,006-96.1% | $13,398-96.2% |