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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 | $522,015 | $97,729+434.1% | $83,830+522.7% | $135,379+285.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 14.24% | 1287.52%-1273.3pp | 850.97%-836.7pp | 519.79%-505.5pp |
| Employer contribution / active EE | $33,540 | $4,222+694.4% | $3,631+823.7% | $4,779+601.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,278 | $6,674-65.9% | $5,479-58.4% | $10,828-79.0% |