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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 | $411,702 | $110,801+271.6% | $86,615+375.3% | $167,536+145.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 19.18% | 116.96%-97.8pp | 63.51%-44.3pp | 478.82%-459.6pp |
| Employer contribution / active EE | $3,500 | $3,245+7.9% | $2,496+40.2% | $4,839-27.7% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $31,113 | $8,417+269.6% | $5,830+433.7% | $12,315+152.6% |