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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 | $462,927 | $159,934+189.4% | $147,005+214.9% | $145,959+217.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.59% | 98.24%-75.6pp | 418.76%-396.2pp | 561.95%-539.4pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $16,131 | $8,427+91.4% | $8,070+99.9% | $6,689+141.2% |
| Admin fee / account holder | $659 | $15,053-95.6% | $13,006-94.9% | $13,398-95.1% |