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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 | $509,617 | $110,551+361.0% | $80,741+531.2% | $167,518+204.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 24.13% | 120.57%-96.4pp | 87.30%-63.2pp | 478.71%-454.6pp |
| Employer contribution / active EE | $19,293 | $1,543+1150.5% | $1,160+1563.0% | $4,838+298.7% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,774 | $4,547+158.9% | $3,380+248.3% | $12,312-4.4% |