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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 | $587,541 | $105,623+456.3% | $87,502+571.5% | $273,972+114.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 823.97% | 12.26%+811.7pp | 12.21%+811.8pp | 41.46%+782.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $750 | $3,601-79.2% | $3,149-76.2% | $5,287-85.8% |
| Admin fee / account holder | $500 | $4,781-89.5% | $4,221-88.2% | $10,133-95.1% |