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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 | $1,138,921 | $88,815+1182.4% | $81,882+1290.9% | $145,897+680.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.87% | 1033.75%-1018.9pp | 779.47%-764.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $51,507 | $3,086+1568.9% | $2,916+1666.3% | $4,663+1004.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,847 | $8,434-18.8% | $7,360-7.0% | $13,390-48.9% |