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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 | $994,399 | $152,592+551.7% | $125,180+694.4% | $152,885+550.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.37% | 54.84%-32.5pp | 43.79%-21.4pp | 345.39%-323.0pp |
| Employer contribution / active EE | $24,125 | $4,947+387.7% | $3,866+524.1% | $4,763+406.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,003 | $13,435-70.2% | $9,703-58.7% | $11,598-65.5% |