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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 | $566,640 | $160,070+254.0% | $147,117+285.2% | $145,897+288.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.38% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $10,682 | $5,285+102.1% | $4,932+116.6% | $4,663+129.1% |
| Participant deferral / active EE | $10,221 | $8,419+21.4% | $8,065+26.7% | $6,689+52.8% |
| Admin fee / account holder | $1,356 | $15,035-91.0% | $12,993-89.6% | $13,390-89.9% |