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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 | $524,059 | $155,840+236.3% | $124,694+320.3% | $167,553+212.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 26.25% | 17.98%+8.3pp | 5144.82%-5118.6pp | 478.89%-452.6pp |
| Employer contribution / active EE | $9,413 | $4,165+126.0% | $3,325+183.1% | $4,840+94.5% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,430 | $9,536+51.3% | $7,495+92.5% | $12,316+17.2% |