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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 | $737,730 | $180,459+308.8% | $154,108+378.7% | $135,380+444.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.48% | 888.21%-891.7pp | 735.21%-738.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $8,541 | $6,035+41.5% | $5,298+61.2% | $4,779+78.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $413 | $16,145-97.4% | $13,411-96.9% | $10,828-96.2% |