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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 | $498,492 | $175,257+184.4% | $149,717+233.0% | $139,456+257.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.55% | 166.70%-143.2pp | 134.41%-110.9pp | 373.45%-349.9pp |
| Employer contribution / active EE | $3,632 | $5,477-33.7% | $4,820-24.6% | $4,753-23.6% |
| Participant deferral / active EE | $4,354 | $6,521-33.2% | $5,682-23.4% | $6,711-35.1% |
| Admin fee / account holder | $1,398 | $16,156-91.3% | $13,213-89.4% | $11,407-87.7% |