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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 | $743,767 | $132,099+463.0% | $115,599+543.4% | $138,895+435.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.3%+9.1pp | 79.9%+3.4pp |
| Annual return | 12.95% | 176.76%-163.8pp | 111.10%-98.1pp | 145.39%-132.4pp |
| Employer contribution / active EE | $30,226 | $3,416+784.8% | $2,955+922.7% | $4,194+620.7% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $52,804 | $15,650+237.4% | $12,841+311.2% | $12,562+320.3% |