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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 | $1,192,457 | $175,259+580.4% | $149,723+696.4% | $139,487+754.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.86% | 166.82%-154.0pp | 134.50%-121.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $34,200 | $5,478+524.3% | $4,821+609.3% | $4,755+619.3% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,799 | $16,158-33.2% | $13,215-18.3% | $11,407-5.3% |