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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 | $560,556 | $76,634+631.5% | $56,054+900.0% | $145,978+284.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.55% | 3004.33%-2988.8pp | 1705.95%-1690.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $13,973 | $1,380+912.3% | $1,039+1244.8% | $4,662+199.7% |
| Participant deferral / active EE | $0 | $2,622-100.0% | $1,952-100.0% | $6,690-100.0% |
| Admin fee / account holder | $24,958 | $3,321+651.4% | $2,822+784.3% | $13,400+86.2% |