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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 | $977,730 | $107,341+810.9% | $92,897+952.5% | $152,870+539.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.19% | 145.59%-127.4pp | 109.42%-91.2pp | 345.34%-327.2pp |
| Employer contribution / active EE | $1,316 | $4,221-68.8% | $3,653-64.0% | $4,763-72.4% |
| Participant deferral / active EE | $12,000 | $4,847+147.6% | $4,238+183.2% | $5,850+105.1% |
| Admin fee / account holder | $53,899 | $7,080+661.3% | $5,794+830.2% | $11,597+364.8% |