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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 | $884,021 | $168,635+424.2% | $147,617+498.9% | $125,389+605.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $10,475 | $6,252+67.5% | $5,564+88.2% | $4,866+115.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $53,909 | $13,580+297.0% | $11,612+364.3% | $9,541+465.0% |