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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 | $653,097 | $160,028+308.1% | $147,080+344.0% | $145,884+347.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,175 | $5,286-77.8% | $4,933-76.2% | $4,662-74.8% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,993 | $15,030+13.1% | $12,989+30.8% | $13,392+26.9% |