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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 | $674,693 | $70,121+862.2% | $63,803+957.5% | $138,895+385.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.35% | 946.48%-932.1pp | 543.72%-529.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $14,481 | $2,882+402.4% | $2,532+471.8% | $4,194+245.3% |
| Participant deferral / active EE | $17,375 | $4,535+283.1% | $3,843+352.1% | $6,396+171.6% |
| Admin fee / account holder | $6,020 | $6,738-10.6% | $5,196+15.8% | $12,562-52.1% |