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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 | $376,751 | $109,344+244.6% | $89,400+321.4% | $158,950+137.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.92% | 345.73%-337.8pp | 245.64%-237.7pp | 302.91%-295.0pp |
| Employer contribution / active EE | $34,333 | $3,170+983.0% | $2,586+1227.7% | $4,762+621.0% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,126 | $6,154+32.0% | $4,882+66.5% | $11,248-27.8% |