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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 | $718,734 | $112,131+541.0% | $95,964+649.0% | $158,982+352.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.07% | 171.19%-160.1pp | 91.64%-80.6pp | 302.99%-291.9pp |
| Employer contribution / active EE | $4,988 | $3,199+55.9% | $2,541+96.3% | $4,763+4.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $308 | $10,136-97.0% | $6,797-95.5% | $11,252-97.3% |