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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 | $313,600 | $154,754+102.6% | $124,206+152.5% | $138,895+125.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 145.47% | 709.28%-563.8pp | 515.27%-369.8pp | 145.39%+0.1pp |
| Employer contribution / active EE | $3,688 | $4,446-17.0% | $3,540+4.2% | $4,194-12.1% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $116,667 | $6,690+1644.0% | $5,929+1867.9% | $12,562+828.7% |