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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 | $466,583 | $81,668+471.3% | $58,507+697.5% | $139,487+234.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.30% | 7430.07%-7406.8pp | 4252.32%-4229.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $29,437 | $2,554+1052.8% | $1,922+1431.3% | $6,713+338.5% |
| Admin fee / account holder | $3,327 | $3,212+3.6% | $2,486+33.8% | $11,407-70.8% |