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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 | $459,974 | $234,190+96.4% | $180,320+155.1% | $198,609+131.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 7.08% | 1057.44%-1050.4pp | 778.54%-771.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $34,437 | $5,258+555.0% | $4,108+738.4% | $5,055+581.2% |
| Participant deferral / active EE | $28,180 | $4,988+464.9% | $4,304+554.7% | $6,977+303.9% |
| Admin fee / account holder | $706 | $12,558-94.4% | $10,000-92.9% | $19,030-96.3% |