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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 | $440,534 | $117,829+273.9% | $102,423+330.1% | $145,877+202.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 92.09% | 31.83%+60.3pp | 29.42%+62.7pp | 551.28%-459.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $32,727 | $5,732+470.9% | $5,054+547.5% | $6,691+389.2% |
| Admin fee / account holder | $302,040 | $13,335+2165.0% | $9,455+3094.7% | $13,402+2153.7% |