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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 | $554,762 | $159,978+246.8% | $147,041+277.3% | $145,978+280.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $5,652 | $5,288+6.9% | $4,935+14.5% | $4,662+21.2% |
| Participant deferral / active EE | $13,977 | $8,429+65.8% | $8,071+73.2% | $6,690+108.9% |
| Admin fee / account holder | $21,179 | $15,053+40.7% | $13,006+62.8% | $13,400+58.0% |