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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 | $358,166 | $90,489+295.8% | $76,051+371.0% | $145,978+145.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.33% | 622.78%-613.4pp | 360.42%-351.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $7,410 | $3,319+123.2% | $2,690+175.5% | $4,662+59.0% |
| Participant deferral / active EE | $24,550 | $5,164+375.4% | $4,257+476.7% | $6,690+267.0% |
| Admin fee / account holder | $4,916 | $8,374-41.3% | $6,416-23.4% | $13,400-63.3% |