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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 | $371,410 | $201,259+84.5% | $184,200+101.6% | $145,959+154.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 28.98%-29.0pp | 28.80%-28.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $40,127 | $9,806+309.2% | $9,132+339.4% | $6,689+499.9% |
| Admin fee / account holder | $1,689 | $16,372-89.7% | $13,907-87.9% | $13,398-87.4% |