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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 | $572,229 | $160,040+257.6% | $147,096+289.0% | $145,877+292.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.30% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-533.0pp |
| Employer contribution / active EE | $5,640 | $5,289+6.6% | $4,936+14.3% | $4,663+21.0% |
| Participant deferral / active EE | $18,654 | $8,429+121.3% | $8,071+131.1% | $6,691+178.8% |
| Admin fee / account holder | $7,098 | $15,050-52.8% | $13,005-45.4% | $13,402-47.0% |