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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 | $727,186 | $99,031+634.3% | $86,597+739.7% | $147,585+392.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.98% | 1312.56%-1301.6pp | 964.96%-954.0pp | 578.57%-567.6pp |
| Employer contribution / active EE | $5,250 | $3,132+67.6% | $2,840+84.9% | $4,876+7.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $56,223 | $5,711+884.5% | $4,906+1046.1% | $10,885+416.5% |