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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 | $923,190 | $102,938+796.8% | $94,105+881.0% | $138,895+564.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 23.12% | 250.28%-227.2pp | 204.55%-181.4pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,000 | $4,196+209.8% | $3,881+235.0% | $6,396+103.2% |
| Admin fee / account holder | $95,349 | $6,600+1344.7% | $6,199+1438.1% | $12,562+659.0% |