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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 | $663,280 | $90,691+631.4% | $76,119+771.4% | $145,884+354.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.15% | 624.52%-611.4pp | 361.25%-348.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,736 | $3,329+12.2% | $2,693+38.8% | $4,662-19.9% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,264 | $8,383+165.6% | $6,421+246.7% | $13,392+66.2% |