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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 | $486,670 | $102,595+374.4% | $94,057+417.4% | $154,746+214.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.64% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $2,876 | $3,147-8.6% | $2,933-2.0% | $4,379-34.3% |
| Participant deferral / active EE | $2,566 | $5,118-49.9% | $4,709-45.5% | $6,730-61.9% |
| Admin fee / account holder | $4,990 | $7,736-35.5% | $7,244-31.1% | $14,365-65.3% |