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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 | $160,070+217.8% | $147,117+245.7% | $145,897+248.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.82% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $11,042 | $5,285+109.0% | $4,932+123.9% | $4,663+136.8% |
| Participant deferral / active EE | $14,223 | $8,419+68.9% | $8,065+76.4% | $6,689+112.6% |
| Admin fee / account holder | $18,793 | $15,035+25.0% | $12,993+44.6% | $13,390+40.3% |