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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 | $401,175 | $180,459+122.3% | $154,108+160.3% | $135,380+196.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.11% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $17,321 | $6,035+187.0% | $5,298+227.0% | $4,779+262.4% |
| Participant deferral / active EE | $12,793 | $5,806+120.3% | $5,081+151.8% | $5,609+128.1% |
| Admin fee / account holder | $23,802 | $16,145+47.4% | $13,411+77.5% | $10,828+119.8% |