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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 | $167,030+150.4% | $135,768+208.1% | $155,188+169.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.66% | 678.39%-671.7pp | 526.10%-519.4pp | 148.84%-142.2pp |
| Employer contribution / active EE | $6,997 | $4,132+69.3% | $3,394+106.2% | $4,248+64.7% |
| Participant deferral / active EE | $20,295 | $4,528+348.3% | $3,977+410.3% | $6,531+210.7% |
| Admin fee / account holder | $53,007 | $8,172+548.7% | $7,048+652.0% | $14,480+266.1% |