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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 | $697,239 | $100,911+590.9% | $90,440+670.9% | $158,966+338.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.48% | 1726.62%-1716.1pp | 1294.38%-1283.9pp | 302.95%-292.5pp |
| Employer contribution / active EE | $38,490 | $3,690+943.0% | $3,263+1079.6% | $4,762+708.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,044 | $6,507-37.9% | $5,615-28.0% | $11,250-64.1% |