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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 | $478,529 | $159,978+199.1% | $147,041+225.4% | $145,978+227.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.88% | 98.36%-79.5pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $6,929 | $5,288+31.0% | $4,935+40.4% | $4,662+48.6% |
| Participant deferral / active EE | $8,837 | $8,429+4.8% | $8,071+9.5% | $6,690+32.1% |
| Admin fee / account holder | $11,730 | $15,053-22.1% | $13,006-9.8% | $13,400-12.5% |