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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 | $646,371 | $176,077+267.1% | $159,455+305.4% | $167,518+285.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.07% | 331.83%-302.8pp | 263.63%-234.6pp | 478.71%-449.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,420 | $7,751+8.6% | $7,353+14.5% | $6,342+32.8% |
| Admin fee / account holder | $8,778 | $12,556-30.1% | $10,800-18.7% | $12,312-28.7% |