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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 | $390,227 | $102,595+280.4% | $94,057+314.9% | $154,746+152.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.14% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,000 | $3,147-68.2% | $2,933-65.9% | $4,379-77.2% |
| Participant deferral / active EE | $12,315 | $5,118+140.6% | $4,709+161.5% | $6,730+83.0% |
| Admin fee / account holder | $2,696 | $7,736-65.2% | $7,244-62.8% | $14,365-81.2% |