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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 | $692,942 | $90,691+664.1% | $76,119+810.3% | $145,884+375.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.52% | 624.52%-614.0pp | 361.25%-350.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $23,350 | $3,329+601.4% | $2,693+767.2% | $4,662+400.8% |
| Participant deferral / active EE | $13,150 | $5,167+154.5% | $4,259+208.7% | $6,690+96.6% |
| Admin fee / account holder | $12,650 | $8,383+50.9% | $6,421+97.0% | $13,392-5.5% |