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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 | $547,811 | $78,707+596.0% | $117,861+364.8% | $70,126+681.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.19% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $22,462 | $2,223+910.2% | $3,786+493.2% | $2,343+858.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,394 | $5,066+203.9% | $8,021+91.9% | $4,645+231.4% |