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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 | $542,612 | $109,411+395.9% | $89,435+506.7% | $158,982+241.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.27% | 345.68%-334.4pp | 245.55%-234.3pp | 302.99%-291.7pp |
| Employer contribution / active EE | $9,902 | $3,173+212.1% | $2,587+282.7% | $4,763+107.9% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,000 | $6,159-35.1% | $4,884-18.1% | $11,252-64.4% |