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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 | $744,571 | $172,111+332.6% | $150,298+395.4% | $137,256+442.5% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 155.04% | 69.37%+85.7pp | 62.79%+92.3pp | 220.34%-65.3pp |
| Employer contribution / active EE | $1,795 | $4,636-61.3% | $4,154-56.8% | $4,156-56.8% |
| Participant deferral / active EE | $10,599 | $6,166+71.9% | $5,453+94.4% | $6,407+65.4% |
| Admin fee / account holder | $61,238 | $16,471+271.8% | $14,116+333.8% | $12,270+399.1% |