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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 | $473,269 | $112,933+319.1% | $90,970+420.3% | $158,982+197.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.72% | 215.82%-208.1pp | 134.60%-126.9pp | 302.99%-295.3pp |
| Employer contribution / active EE | $22,925 | $2,893+692.3% | $2,122+980.4% | $4,763+381.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,614 | $8,047-30.2% | $5,961-5.8% | $11,252-50.1% |