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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 | $528,960 | $160,028+230.5% | $147,080+259.6% | $145,884+262.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 98.60%-85.2pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,856 | $5,286-8.1% | $4,933-1.6% | $4,662+4.1% |
| Participant deferral / active EE | $21,231 | $8,422+152.1% | $8,066+163.2% | $6,690+217.4% |
| Admin fee / account holder | $3,726 | $15,030-75.2% | $12,989-71.3% | $13,392-72.2% |