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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 | $684,057 | $160,070+327.3% | $147,117+365.0% | $145,897+368.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $4,170 | $5,285-21.1% | $4,932-15.5% | $4,663-10.6% |
| Participant deferral / active EE | $6,500 | $8,419-22.8% | $8,065-19.4% | $6,689-2.8% |
| Admin fee / account holder | $23,160 | $15,035+54.0% | $12,993+78.3% | $13,390+73.0% |