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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 | $1,029,512 | $100,911+920.2% | $90,440+1038.3% | $158,966+547.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.19% | 1726.62%-1717.4pp | 1294.38%-1285.2pp | 302.95%-293.8pp |
| Employer contribution / active EE | $11,957 | $3,690+224.0% | $3,263+266.5% | $4,762+151.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,610 | $6,507+370.4% | $5,615+445.2% | $11,250+172.1% |