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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 | $458,498 | $111,878+309.8% | $93,727+389.2% | $145,897+214.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 57.16% | 204.28%-147.1pp | 133.83%-76.7pp | 552.29%-495.1pp |
| Employer contribution / active EE | $2,190 | $3,092-29.2% | $2,421-9.6% | $4,663-53.0% |
| Participant deferral / active EE | $5,462 | $4,920+11.0% | $4,417+23.7% | $6,689-18.3% |
| Admin fee / account holder | $26,076 | $10,256+154.2% | $8,292+214.5% | $13,390+94.7% |