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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 | $754,591 | $96,678+680.5% | $86,640+770.9% | $139,466+441.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.99% | 106.69%-91.7pp | 592.52%-577.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $17,192 | $3,265+426.5% | $3,024+468.4% | $4,754+261.6% |
| Participant deferral / active EE | $7,052 | $4,837+45.8% | $4,438+58.9% | $6,712+5.1% |
| Admin fee / account holder | $1,972 | $6,410-69.2% | $5,616-64.9% | $11,409-82.7% |