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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 | $306,644 | $88,778+245.4% | $81,844+274.7% | $145,884+110.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.55% | 1033.03%-1004.5pp | 778.87%-750.3pp | 551.85%-523.3pp |
| Employer contribution / active EE | $7,535 | $3,087+144.1% | $2,916+158.4% | $4,662+61.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,260 | $8,430-61.3% | $7,355-55.7% | $13,392-75.7% |