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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 | $298,640 | $81,476+266.5% | $102,383+191.7% | $80,925+269.0% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 1414.76% | 25.59%+1389.2pp | 24.94%+1389.8pp | 35.65%+1379.1pp |
| Employer contribution / active EE | $36,345 | $3,105+1070.6% | $3,870+839.1% | $2,756+1218.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $67,275 | $6,717+901.5% | $8,391+701.7% | $6,940+869.4% |