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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 | $649,051 | $88,815+630.8% | $81,882+692.7% | $145,897+344.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.71% | 1033.75%-1016.0pp | 779.47%-761.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $55,129 | $3,086+1686.2% | $2,916+1790.5% | $4,663+1082.4% |
| Participant deferral / active EE | $25,852 | $4,647+456.3% | $4,323+498.0% | $6,689+286.5% |
| Admin fee / account holder | $257,174 | $8,434+2949.1% | $7,360+3394.4% | $13,390+1820.6% |