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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 | $350,820 | $66,402+428.3% | $109,907+219.2% | $85,847+308.7% |
| Participation rate | 87.8% | 63.9%+23.9pp | 74.2%+13.5pp | 69.3%+18.4pp |
| Annual return | 50.15% | 19.59%+30.6pp | 29.46%+20.7pp | 318.61%-268.5pp |
| Employer contribution / active EE | $2,925 | $1,687+73.4% | $2,844+2.9% | $2,565+14.0% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $875 | $4,557-80.8% | $6,069-85.6% | $6,261-86.0% |