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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 | $496,500 | $160,070+210.2% | $147,117+237.5% | $145,897+240.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 21.11% | 98.69%-77.6pp | 420.54%-399.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $4,669 | $5,285-11.6% | $4,932-5.3% | $4,663+0.1% |
| Participant deferral / active EE | $8,715 | $8,419+3.5% | $8,065+8.1% | $6,689+30.3% |
| Admin fee / account holder | $2,382 | $15,035-84.2% | $12,993-81.7% | $13,390-82.2% |