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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 | $838,849 | $108,701+671.7% | $74,723+1022.6% | $152,909+448.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 23.26% | 114.12%-90.9pp | 753.18%-729.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $20,193 | $1,504+1242.5% | $1,084+1762.5% | $4,764+323.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,364 | $4,906+70.5% | $3,335+150.8% | $11,601-27.9% |