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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 | $361,431 | $99,079+264.8% | $78,002+363.4% | $273,972+31.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.52% | 217.93%-207.4pp | 425.99%-415.5pp | 41.46%-30.9pp |
| Employer contribution / active EE | $9,286 | $3,308+180.7% | $2,470+275.9% | $4,869+90.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,028 | $8,954+45.5% | $5,481+137.7% | $10,133+28.6% |