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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 | $1,091,838 | $100,938+981.7% | $90,461+1107.0% | $158,982+586.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.91% | 1727.20%-1714.3pp | 1294.76%-1281.9pp | 302.99%-290.1pp |
| Employer contribution / active EE | $36,013 | $3,691+875.6% | $3,264+1003.4% | $4,763+656.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $300 | $6,510-95.4% | $5,617-94.7% | $11,252-97.3% |