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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 | $771,220 | $157,296+390.3% | $141,191+446.2% | $152,897+404.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.59% | 64.34%-35.7pp | 71.41%-42.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $11,667 | $5,262+121.7% | $4,736+146.3% | $4,764+144.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,825 | $12,125+146.0% | $10,264+190.6% | $11,599+157.1% |