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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 | $332,893 | $88,778+275.0% | $81,844+306.7% | $145,884+128.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.49% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $33,274 | $3,087+977.9% | $2,916+1040.9% | $4,662+613.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,341 | $8,430-1.1% | $7,355+13.4% | $13,392-37.7% |