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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 | $533,716 | $160,040+233.5% | $147,096+262.8% | $145,877+265.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.87% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,202 | $5,289-39.5% | $4,936-35.1% | $4,663-31.3% |
| Participant deferral / active EE | $15,287 | $8,429+81.4% | $8,071+89.4% | $6,691+128.5% |
| Admin fee / account holder | $2,871 | $15,050-80.9% | $13,005-77.9% | $13,402-78.6% |