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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 | $789,845 | $197,819+299.3% | $155,789+407.0% | $125,389+529.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.87% | 86.73%-85.9pp | 71.54%-70.7pp | 282.24%-281.4pp |
| Employer contribution / active EE | $19,850 | $4,850+309.2% | $3,839+417.1% | $4,866+307.9% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $49,846 | $9,544+422.3% | $7,477+566.6% | $9,541+422.4% |