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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 | $422,101 | $72,071+485.7% | $68,368+517.4% | $137,256+207.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.58% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $10,288 | $2,788+269.0% | $2,649+288.4% | $4,156+147.5% |
| Participant deferral / active EE | $35,939 | $4,410+714.9% | $4,123+771.7% | $6,407+461.0% |
| Admin fee / account holder | $2,910 | $5,336-45.5% | $5,150-43.5% | $12,270-76.3% |