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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 | $458,070 | $175,257+161.4% | $149,717+206.0% | $139,456+228.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.71% | 166.70%-145.0pp | 134.41%-112.7pp | 373.45%-351.7pp |
| Employer contribution / active EE | $8,826 | $5,477+61.2% | $4,820+83.1% | $4,753+85.7% |
| Participant deferral / active EE | $5,000 | $6,521-23.3% | $5,682-12.0% | $6,711-25.5% |
| Admin fee / account holder | $7,784 | $16,156-51.8% | $13,213-41.1% | $11,407-31.8% |