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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 | $877,790 | $102,595+755.6% | $94,057+833.3% | $154,746+467.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 15.60% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,628 | $3,147-16.5% | $2,933-10.4% | $4,379-40.0% |
| Participant deferral / active EE | $3,453 | $5,118-32.5% | $4,709-26.7% | $6,730-48.7% |
| Admin fee / account holder | $13,321 | $7,736+72.2% | $7,244+83.9% | $14,365-7.3% |