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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 | $845,607 | $150,447+462.1% | $136,298+520.4% | $147,586+473.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.64% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,455 | $5,256-15.3% | $4,696-5.1% | $4,876-8.7% |
| Participant deferral / active EE | $18,600 | $6,631+180.5% | $6,247+197.7% | $5,439+242.0% |
| Admin fee / account holder | $22,259 | $10,906+104.1% | $9,244+140.8% | $10,886+104.5% |