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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 | $428,824 | $176,120+143.5% | $159,487+168.9% | $167,553+155.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.73% | 331.95%-315.2pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $4,826 | $5,299-8.9% | $4,831-0.1% | $4,840-0.3% |
| Participant deferral / active EE | $10,395 | $7,752+34.1% | $7,354+41.4% | $6,343+63.9% |
| Admin fee / account holder | $3,711 | $12,561-70.5% | $10,804-65.7% | $12,316-69.9% |