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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 | $753,622 | $111,814+574.0% | $93,654+704.7% | $145,959+416.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.58% | 203.30%-193.7pp | 133.34%-123.8pp | 561.95%-552.4pp |
| Employer contribution / active EE | $17,265 | $3,092+458.5% | $2,421+613.2% | $4,661+270.4% |
| Participant deferral / active EE | $24,485 | $4,914+398.2% | $4,413+454.9% | $6,689+266.1% |
| Admin fee / account holder | $395 | $10,246-96.1% | $8,282-95.2% | $13,398-97.1% |