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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 | $504,775 | $159,978+215.5% | $147,041+243.3% | $145,978+245.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.23% | 98.36%-80.1pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $16,935 | $5,288+220.2% | $4,935+243.2% | $4,662+263.3% |
| Participant deferral / active EE | $12,043 | $8,429+42.9% | $8,071+49.2% | $6,690+80.0% |
| Admin fee / account holder | $9,540 | $15,053-36.6% | $13,006-26.7% | $13,400-28.8% |