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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 | $720,435 | $106,905+573.9% | $84,020+757.5% | $152,885+371.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 8.84% | 105.00%-96.2pp | 71.31%-62.5pp | 345.39%-336.5pp |
| Employer contribution / active EE | $18,333 | $2,735+570.4% | $1,984+824.3% | $4,763+284.9% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,278 | $8,287-60.4% | $6,101-46.3% | $11,598-71.7% |