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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 | $553,506 | $155,840+255.2% | $124,694+343.9% | $167,553+230.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.74% | 17.98%-6.2pp | 5144.82%-5133.1pp | 478.89%-467.1pp |
| Employer contribution / active EE | $21,024 | $4,165+404.8% | $3,325+532.4% | $4,840+334.4% |
| Participant deferral / active EE | $11,425 | $5,675+101.3% | $4,615+147.6% | $6,343+80.1% |
| Admin fee / account holder | $21,769 | $9,536+128.3% | $7,495+190.4% | $12,316+76.7% |