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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 | $117,859+273.8% | $102,438+330.0% | $145,959+201.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 92.09% | 31.72%+60.4pp | 29.37%+62.7pp | 561.95%-469.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $32,727 | $5,732+471.0% | $5,054+547.6% | $6,689+389.3% |
| Admin fee / account holder | $302,040 | $13,318+2167.9% | $9,448+3097.0% | $13,398+2154.4% |