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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 | $536,584 | $159,934+235.5% | $147,005+265.0% | $145,959+267.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $30,000 | $5,287+467.4% | $4,934+508.0% | $4,661+543.7% |
| Participant deferral / active EE | $25,500 | $8,427+202.6% | $8,070+216.0% | $6,689+281.3% |
| Admin fee / account holder | $4,895 | $15,053-67.5% | $13,006-62.4% | $13,398-63.5% |