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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 | $508,640 | $160,040+217.8% | $147,096+245.8% | $145,877+248.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.82% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $11,042 | $5,289+108.8% | $4,936+123.7% | $4,663+136.8% |
| Participant deferral / active EE | $14,223 | $8,429+68.7% | $8,071+76.2% | $6,691+112.6% |
| Admin fee / account holder | $18,793 | $15,050+24.9% | $13,005+44.5% | $13,402+40.2% |