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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 | $752,948 | $202,463+271.9% | $169,397+344.5% | $139,487+439.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.65% | 532.64%-514.0pp | 406.23%-387.6pp | 373.84%-355.2pp |
| Employer contribution / active EE | $17,552 | $4,694+273.9% | $4,013+337.4% | $4,755+269.1% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,026 | $10,726-43.8% | $9,017-33.2% | $11,407-47.2% |