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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 | $160,070+394.0% | $147,117+437.5% | $145,897+442.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 10.97% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $5,950 | $5,285+12.6% | $4,932+20.6% | $4,663+27.6% |
| Participant deferral / active EE | $15,263 | $8,419+81.3% | $8,065+89.3% | $6,689+128.2% |
| Admin fee / account holder | $512 | $15,035-96.6% | $12,993-96.1% | $13,390-96.2% |