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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 | $372,517 | $138,076+169.8% | $123,553+201.5% | $135,380+175.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.88% | 153.70%-151.8pp | 119.21%-117.3pp | 519.81%-517.9pp |
| Employer contribution / active EE | $9,558 | $5,152+85.5% | $4,628+106.5% | $4,779+100.0% |
| Participant deferral / active EE | $13,782 | $6,800+102.7% | $6,426+114.5% | $5,609+145.7% |
| Admin fee / account holder | $3,266 | $10,917-70.1% | $9,284-64.8% | $10,828-69.8% |