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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 | $375,020 | $88,702+322.8% | $81,780+358.6% | $145,978+156.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.47% | 1029.12%-1006.6pp | 776.27%-753.8pp | 550.52%-528.0pp |
| Employer contribution / active EE | $32,345 | $3,084+948.7% | $2,914+1010.0% | $4,662+593.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,251 | $8,414-73.3% | $7,384-69.5% | $13,400-83.2% |