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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 | $405,105 | $107,363+277.3% | $92,909+336.0% | $152,897+165.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.00% | 145.63%-125.6pp | 109.44%-89.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $14,962 | $4,222+254.4% | $3,653+309.6% | $4,764+214.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,195 | $7,082+44.0% | $5,795+75.9% | $11,599-12.1% |