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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 | $314,389 | $109,344+187.5% | $89,400+251.7% | $158,950+97.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 6.62% | 345.73%-339.1pp | 245.64%-239.0pp | 302.91%-296.3pp |
| Employer contribution / active EE | $10,371 | $3,170+227.1% | $2,586+301.1% | $4,762+117.8% |
| Participant deferral / active EE | $9,740 | $4,599+111.8% | $3,890+150.4% | $5,983+62.8% |
| Admin fee / account holder | $2,177 | $6,154-64.6% | $4,882-55.4% | $11,248-80.6% |