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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 | $400,620 | $155,840+157.1% | $124,694+221.3% | $167,553+139.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.71% | 17.98%-4.3pp | 5144.82%-5131.1pp | 478.89%-465.2pp |
| Employer contribution / active EE | $15,599 | $4,165+274.5% | $3,325+369.2% | $4,840+222.3% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,633 | $9,536-51.4% | $7,495-38.2% | $12,316-62.4% |