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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 | $456,801 | $108,695+320.3% | $74,722+511.3% | $152,897+198.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 1.38% | 114.11%-112.7pp | 753.11%-751.7pp | 345.43%-344.1pp |
| Employer contribution / active EE | $17,579 | $1,504+1068.7% | $1,084+1521.4% | $4,764+269.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,981 | $4,906-18.9% | $3,335+19.4% | $11,599-65.7% |