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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 | $571,620 | $76,608+646.2% | $56,077+919.3% | $145,877+291.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.70% | 3009.59%-2989.9pp | 1709.28%-1689.6pp | 551.28%-531.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $31,063 | $2,624+1083.7% | $1,954+1489.7% | $6,691+364.3% |
| Admin fee / account holder | $11,970 | $3,325+260.0% | $2,825+323.7% | $13,402-10.7% |