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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 | $516,763 | $99,011+421.9% | $86,582+496.8% | $147,586+250.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.22% | 1312.75%-1291.5pp | 965.08%-943.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $22,053 | $3,132+604.1% | $2,839+676.7% | $4,876+352.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,227 | $5,709-8.4% | $4,904+6.6% | $10,886-52.0% |