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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 | $584,906 | $166,242+251.8% | $165,071+254.3% | $145,884+300.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.06% | 100.44%-90.4pp | 70.17%-60.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $34,859 | $5,283+559.9% | $4,347+701.8% | $4,662+647.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,227 | $16,658-14.6% | $12,695+12.1% | $13,392+6.2% |