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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 | $709,725 | $107,363+561.1% | $92,909+663.9% | $152,897+364.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.02% | 145.63%-119.6pp | 109.44%-83.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $20,049 | $4,222+374.9% | $3,653+448.8% | $4,764+320.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,259 | $7,082-39.9% | $5,795-26.5% | $11,599-63.3% |