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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 | $554,074 | $159,934+246.4% | $147,005+276.9% | $145,959+279.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.24% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,794 | $5,287-28.3% | $4,934-23.1% | $4,661-18.6% |
| Participant deferral / active EE | $23,315 | $8,427+176.7% | $8,070+188.9% | $6,689+248.6% |
| Admin fee / account holder | $1,450 | $15,053-90.4% | $13,006-88.9% | $13,398-89.2% |