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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 | $484,798 | $90,530+435.5% | $76,030+537.6% | $145,897+232.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.01% | 625.08%-614.1pp | 361.54%-350.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,507 | $3,319-54.6% | $2,688-43.9% | $4,663-67.7% |
| Participant deferral / active EE | $20,333 | $5,164+293.7% | $4,257+377.6% | $6,689+204.0% |
| Admin fee / account holder | $2,249 | $8,383-73.2% | $6,421-65.0% | $13,390-83.2% |