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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 | $371,015 | $97,732+279.6% | $83,831+342.6% | $135,380+174.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.14% | 1287.56%-1279.4pp | 850.99%-842.9pp | 519.81%-511.7pp |
| Employer contribution / active EE | $17,585 | $4,222+316.5% | $3,631+384.3% | $4,779+268.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,268 | $6,675+188.7% | $5,479+251.7% | $10,828+77.9% |