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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 | $668,325 | $88,815+652.5% | $81,882+716.2% | $145,897+358.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.55% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $40,129 | $3,086+1200.2% | $2,916+1276.2% | $4,663+760.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $32,021 | $8,434+279.7% | $7,360+335.1% | $13,390+139.1% |