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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 | $726,595 | $217,427+234.2% | $185,837+291.0% | $167,518+333.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.77% | 148.39%-125.6pp | 122.08%-99.3pp | 478.71%-455.9pp |
| Employer contribution / active EE | $17,200 | $5,874+192.8% | $5,168+232.8% | $4,838+255.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $42,235 | $19,816+113.1% | $16,241+160.0% | $12,312+243.0% |