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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 | $979,415 | $88,754+1003.5% | $81,820+1097.0% | $145,877+571.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.65% | 1031.77%-1015.1pp | 777.93%-761.3pp | 551.28%-534.6pp |
| Employer contribution / active EE | $27,375 | $3,085+787.3% | $2,915+839.1% | $4,663+487.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,825 | $8,424-66.5% | $7,391-61.8% | $13,402-78.9% |