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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 | $428,252 | $114,130+275.2% | $96,192+345.2% | $167,553+155.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.43% | 190.07%-176.6pp | 192.09%-178.7pp | 478.89%-465.5pp |
| Employer contribution / active EE | $33,333 | $3,431+871.6% | $2,799+1090.7% | $4,840+588.8% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,199 | $6,901+47.8% | $5,539+84.1% | $12,316-17.2% |