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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 | $298,765 | $90,530+230.0% | $76,030+293.0% | $145,897+104.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.14% | 625.08%-610.9pp | 361.54%-347.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $28,433 | $3,319+756.6% | $2,688+958.0% | $4,663+509.8% |
| Participant deferral / active EE | $21,250 | $5,164+311.5% | $4,257+399.2% | $6,689+217.7% |
| Admin fee / account holder | $3,631 | $8,383-56.7% | $6,421-43.4% | $13,390-72.9% |