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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 | $944,298 | $138,075+583.9% | $123,552+664.3% | $135,379+597.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.36% | 153.70%-151.3pp | 119.20%-116.8pp | 519.79%-517.4pp |
| Employer contribution / active EE | $3,192 | $5,152-38.0% | $4,628-31.0% | $4,779-33.2% |
| Participant deferral / active EE | $14,167 | $6,800+108.3% | $6,426+120.5% | $5,609+152.6% |
| Admin fee / account holder | $3,922 | $10,917-64.1% | $9,285-57.8% | $10,828-63.8% |