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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 | $288,836 | $96,419+199.6% | $80,648+258.1% | $139,487+107.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.30% | 1352.86%-1327.6pp | 937.21%-911.9pp | 373.84%-348.5pp |
| Employer contribution / active EE | $36,667 | $3,261+1024.3% | $2,724+1246.3% | $4,755+671.2% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $137,949 | $6,605+1988.6% | $5,382+2463.2% | $11,407+1109.3% |