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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 | $1,235,786 | $217,427+468.4% | $185,837+565.0% | $167,518+637.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.14% | 148.39%-138.3pp | 122.08%-111.9pp | 478.71%-468.6pp |
| Employer contribution / active EE | $2,438 | $5,874-58.5% | $5,168-52.8% | $4,838-49.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $53,567 | $19,816+170.3% | $16,241+229.8% | $12,312+335.1% |