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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 | $950,568 | $102,595+826.5% | $94,057+910.6% | $154,746+514.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.50% | 583.42%-572.9pp | 480.62%-470.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $21,000 | $3,147+567.2% | $2,933+616.0% | $4,379+379.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,132 | $7,736+56.8% | $7,244+67.5% | $14,365-15.5% |