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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 | $160,028+231.0% | $147,080+260.2% | $145,884+263.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 25.17% | 98.60%-73.4pp | 420.17%-395.0pp | 551.85%-526.7pp |
| Employer contribution / active EE | $2,123 | $5,286-59.8% | $4,933-57.0% | $4,662-54.5% |
| Participant deferral / active EE | $5,716 | $8,422-32.1% | $8,066-29.1% | $6,690-14.6% |
| Admin fee / account holder | $3,354 | $15,030-77.7% | $12,989-74.2% | $13,392-75.0% |