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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 | $831,400 | $226,046+267.8% | $182,508+355.5% | $152,870+443.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.06% | 192.52%-173.5pp | 148.54%-129.5pp | 345.34%-326.3pp |
| Employer contribution / active EE | $25,000 | $4,977+402.3% | $4,075+513.5% | $4,763+424.9% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $17,900 | $10,704+67.2% | $8,592+108.3% | $11,597+54.4% |