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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 | $315,778 | $111,830+182.4% | $93,696+237.0% | $145,884+116.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.15% | 204.08%-193.9pp | 133.74%-123.6pp | 551.85%-541.7pp |
| Employer contribution / active EE | $10,000 | $3,093+223.3% | $2,422+312.9% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,522 | $10,249-85.2% | $8,287-81.6% | $13,392-88.6% |