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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 | $436,339 | $149,040+192.8% | $120,225+262.9% | $137,256+217.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.70% | 605.68%-589.0pp | 439.23%-422.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $11,298 | $4,350+159.7% | $3,475+225.1% | $4,156+171.8% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,845 | $6,348-39.4% | $5,696-32.5% | $12,270-68.7% |