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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 | $422,731 | $175,231+141.2% | $149,696+182.4% | $139,466+203.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.81% | 166.77%-153.0pp | 134.46%-120.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $32,778 | $5,478+498.4% | $4,821+579.9% | $4,754+589.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,917 | $16,155-69.6% | $13,212-62.8% | $11,409-56.9% |