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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 | $474,300 | $72,071+558.1% | $68,368+593.7% | $137,256+245.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 45.76% | 353.14%-307.4pp | 292.57%-246.8pp | 220.34%-174.6pp |
| Employer contribution / active EE | $3,883 | $2,788+39.3% | $2,649+46.6% | $4,156-6.6% |
| Participant deferral / active EE | $34,632 | $4,410+685.3% | $4,123+740.0% | $6,407+440.5% |
| Admin fee / account holder | $67,098 | $5,336+1157.6% | $5,150+1202.9% | $12,270+446.8% |