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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 | $1,076,483 | $160,059+572.6% | $140,019+668.8% | $135,380+695.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.79% | 911.48%-902.7pp | 651.17%-642.4pp | 519.81%-511.0pp |
| Employer contribution / active EE | $21,692 | $6,420+237.9% | $5,605+287.0% | $4,779+353.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $41,298 | $13,328+209.9% | $10,705+285.8% | $10,828+281.4% |