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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 | $348,389 | $149,040+133.8% | $120,225+189.8% | $137,256+153.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.86% | 605.68%-589.8pp | 439.23%-423.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $23,986 | $4,350+451.4% | $3,475+590.2% | $4,156+477.1% |
| Participant deferral / active EE | $7,540 | $4,655+62.0% | $3,999+88.6% | $6,407+17.7% |
| Admin fee / account holder | $2,496 | $6,348-60.7% | $5,696-56.2% | $12,270-79.7% |