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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 | $1,054,415 | $157,304+570.3% | $141,197+646.8% | $152,909+589.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.61% | 64.34%-39.7pp | 71.41%-46.8pp | 345.46%-320.9pp |
| Employer contribution / active EE | $17,031 | $5,263+223.6% | $4,736+259.6% | $4,764+257.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $43,750 | $12,126+260.8% | $10,265+326.2% | $11,601+277.1% |