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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 | $563,278 | $110,629+409.2% | $80,784+597.3% | $167,553+236.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 9.26% | 120.58%-111.3pp | 87.31%-78.1pp | 478.89%-469.6pp |
| Employer contribution / active EE | $27,450 | $1,543+1678.9% | $1,160+2265.9% | $4,840+467.2% |
| Participant deferral / active EE | $1,960 | $2,871-31.7% | $2,145-8.7% | $6,343-69.1% |
| Admin fee / account holder | $640 | $4,547-85.9% | $3,380-81.1% | $12,316-94.8% |