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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 | $337,843 | $110,551+205.6% | $80,741+318.4% | $167,518+101.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 24.11% | 120.57%-96.5pp | 87.30%-63.2pp | 478.71%-454.6pp |
| Employer contribution / active EE | $20,432 | $1,543+1224.3% | $1,160+1661.2% | $4,838+322.3% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,563 | $4,547+198.3% | $3,380+301.2% | $12,312+10.2% |