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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 | $649,760 | $159,934+306.3% | $147,005+342.0% | $145,959+345.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.95% | 98.24%-72.3pp | 418.76%-392.8pp | 561.95%-536.0pp |
| Employer contribution / active EE | $6,250 | $5,287+18.2% | $4,934+26.7% | $4,661+34.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,650 | $15,053-29.2% | $13,006-18.1% | $13,398-20.5% |