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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 | $508,701 | $148,582+242.4% | $135,942+274.2% | $139,456+264.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 55.29% | 79.26%-24.0pp | 68.28%-13.0pp | 373.45%-318.2pp |
| Employer contribution / active EE | $3,641 | $5,245-30.6% | $4,858-25.0% | $4,753-23.4% |
| Participant deferral / active EE | $13,378 | $8,101+65.1% | $7,759+72.4% | $6,711+99.3% |
| Admin fee / account holder | $9,697 | $12,402-21.8% | $10,764-9.9% | $11,407-15.0% |