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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 | $537,080 | $103,392+419.5% | $87,104+516.6% | $152,897+251.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 141.80% | 28.10%+113.7pp | 28.19%+113.6pp | 345.43%-203.6pp |
| Employer contribution / active EE | $2,421 | $3,221-24.8% | $2,521-4.0% | $4,764-49.2% |
| Participant deferral / active EE | $5,150 | $4,778+7.8% | $4,048+27.2% | $5,851-12.0% |
| Admin fee / account holder | $13,753 | $12,194+12.8% | $7,491+83.6% | $11,599+18.6% |