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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 | $740,985 | $166,020+346.3% | $164,866+349.4% | $145,959+407.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.09% | 100.08%-87.0pp | 69.97%-56.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $33,333 | $5,275+532.0% | $4,343+667.6% | $4,661+615.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,887 | $16,644+31.5% | $12,689+72.5% | $13,398+63.4% |