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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 | $346,039 | $104,953+229.7% | $84,637+308.9% | $152,909+126.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.08% | 373.94%-356.9pp | 258.82%-241.7pp | 345.46%-328.4pp |
| Employer contribution / active EE | $56,000 | $3,304+1595.1% | $2,653+2010.6% | $4,764+1075.5% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,311 | $6,244+1.1% | $4,914+28.4% | $11,601-45.6% |