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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 | $512,279 | $159,978+220.2% | $147,041+248.4% | $145,978+250.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $5,297 | $5,288+0.2% | $4,935+7.3% | $4,662+13.6% |
| Participant deferral / active EE | $26,417 | $8,429+213.4% | $8,071+227.3% | $6,690+294.9% |
| Admin fee / account holder | $2,910 | $15,053-80.7% | $13,006-77.6% | $13,400-78.3% |