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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 | $639,271 | $109,904+481.7% | $97,167+557.9% | $145,959+338.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.52% | 243.43%-231.9pp | 75.27%-63.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $69,000 | $3,084+2137.0% | $2,729+2428.4% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,967 | $6,216-20.1% | $5,650-12.1% | $13,398-62.9% |