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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 | $909,692 | $88,815+924.3% | $81,882+1011.0% | $145,897+523.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.25% | 1033.75%-1023.5pp | 779.47%-769.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $4,333 | $3,086+40.4% | $2,916+48.6% | $4,663-7.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $29,167 | $8,434+245.8% | $7,360+296.3% | $13,390+117.8% |