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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 | $990,616 | $157,276+529.9% | $141,177+601.7% | $152,885+547.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.43% | 64.33%-44.9pp | 71.40%-52.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $36,712 | $5,262+597.7% | $4,736+675.2% | $4,763+670.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,519 | $12,123-54.5% | $10,263-46.2% | $11,598-52.4% |