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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 | $415,602 | $99,011+319.8% | $86,582+380.0% | $147,586+181.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.40% | 1312.75%-1301.3pp | 965.08%-953.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $13,877 | $3,132+343.1% | $2,839+388.7% | $4,876+184.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,668 | $5,709+104.4% | $4,904+137.9% | $10,886+7.2% |