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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 | $345,582 | $112,915+206.1% | $90,965+279.9% | $158,950+117.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.67% | 215.75%-207.1pp | 134.57%-125.9pp | 302.91%-294.2pp |
| Employer contribution / active EE | $8,333 | $2,894+188.0% | $2,122+292.7% | $4,762+75.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $901 | $8,044-88.8% | $5,960-84.9% | $11,248-92.0% |