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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 | $425,727 | $171,492+148.2% | $150,734+182.4% | $198,609+114.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.96% | 804.70%-790.7pp | 600.81%-586.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $27,394 | $5,470+400.8% | $4,918+457.0% | $5,055+441.9% |
| Participant deferral / active EE | $17,833 | $6,259+184.9% | $5,610+217.9% | $6,977+155.6% |
| Admin fee / account holder | $7,641 | $17,628-56.7% | $14,905-48.7% | $19,030-59.8% |