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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 | $372,679 | $110,629+236.9% | $80,784+361.3% | $167,553+122.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.57% | 120.58%-102.0pp | 87.31%-68.7pp | 478.89%-460.3pp |
| Employer contribution / active EE | $709 | $1,543-54.1% | $1,160-38.9% | $4,840-85.4% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,145-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,773 | $4,547-17.0% | $3,380+11.6% | $12,316-69.4% |