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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 | $500,052 | $96,643+417.4% | $86,617+477.3% | $139,456+258.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.18% | 106.57%-90.4pp | 591.91%-575.7pp | 373.45%-357.3pp |
| Employer contribution / active EE | $1,500 | $3,264-54.0% | $3,023-50.4% | $4,753-68.4% |
| Participant deferral / active EE | $3,250 | $4,835-32.8% | $4,437-26.8% | $6,711-51.6% |
| Admin fee / account holder | $3,966 | $6,406-38.1% | $5,613-29.3% | $11,407-65.2% |