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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 | $418,325 | $234,190+78.6% | $180,320+132.0% | $198,609+110.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 6.66% | 1057.44%-1050.8pp | 778.54%-771.9pp | 202.70%-196.0pp |
| Employer contribution / active EE | $6,997 | $5,258+33.1% | $4,108+70.3% | $5,055+38.4% |
| Participant deferral / active EE | $20,295 | $4,988+306.8% | $4,304+371.5% | $6,977+190.9% |
| Admin fee / account holder | $53,007 | $12,558+322.1% | $10,000+430.1% | $19,030+178.5% |