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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 | $389,904 | $150,446+159.2% | $136,297+186.1% | $147,585+164.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.32% | 1049.14%-1034.8pp | 5156.19%-5141.9pp | 578.58%-564.3pp |
| Employer contribution / active EE | $23,000 | $5,256+337.6% | $4,696+389.8% | $4,876+371.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,854 | $10,906-28.0% | $9,244-15.0% | $10,886-27.8% |