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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 | $616,350 | $166,020+271.3% | $164,866+273.8% | $145,959+322.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.95% | 100.08%-79.1pp | 69.97%-49.0pp | 561.95%-541.0pp |
| Employer contribution / active EE | $41,600 | $5,275+688.7% | $4,343+857.9% | $4,661+792.6% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,400 | $16,644+4.5% | $12,689+37.1% | $13,398+29.9% |