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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 | $528,373 | $149,040+254.5% | $120,225+339.5% | $137,256+285.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.43% | 605.68%-588.3pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $13,197 | $4,350+203.4% | $3,475+279.7% | $4,156+217.5% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,161 | $6,348-34.5% | $5,696-27.0% | $12,270-66.1% |