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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 | $529,721 | $160,070+230.9% | $147,117+260.1% | $145,897+263.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 25.17% | 98.69%-73.5pp | 420.54%-395.4pp | 552.29%-527.1pp |
| Employer contribution / active EE | $2,123 | $5,285-59.8% | $4,932-57.0% | $4,663-54.5% |
| Participant deferral / active EE | $5,716 | $8,419-32.1% | $8,065-29.1% | $6,689-14.5% |
| Admin fee / account holder | $3,354 | $15,035-77.7% | $12,993-74.2% | $13,390-75.0% |