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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 | $741,055 | $118,869+523.4% | $96,575+667.3% | $167,518+342.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.59% | 50.49%-24.9pp | 37.79%-12.2pp | 478.71%-453.1pp |
| Employer contribution / active EE | $20,059 | $3,120+542.9% | $2,357+751.1% | $4,838+314.6% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $21,307 | $8,067+164.1% | $6,182+244.7% | $12,312+73.1% |