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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 | $698,826 | $97,729+615.1% | $83,830+733.6% | $135,379+416.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.50% | 1287.52%-1287.0pp | 850.97%-850.5pp | 519.79%-519.3pp |
| Employer contribution / active EE | $28,417 | $4,222+573.1% | $3,631+682.6% | $4,779+494.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,714 | $6,674-74.3% | $5,479-68.7% | $10,828-84.2% |