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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 | $673,529 | $176,105+282.5% | $159,474+322.3% | $167,536+302.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.92% | 331.91%-310.0pp | 263.68%-241.8pp | 478.82%-456.9pp |
| Employer contribution / active EE | $8,655 | $5,299+63.3% | $4,831+79.2% | $4,839+78.9% |
| Participant deferral / active EE | $11,147 | $7,751+43.8% | $7,353+51.6% | $6,342+75.8% |
| Admin fee / account holder | $5,375 | $12,559-57.2% | $10,802-50.2% | $12,315-56.4% |