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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 | $366,444 | $47,848+665.8% | $81,473+349.8% | $70,126+422.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 395.27% | 27.25%+368.0pp | 38.78%+356.5pp | 73.15%+322.1pp |
| Employer contribution / active EE | $2,479 | $1,527+62.4% | $2,568-3.4% | $2,343+5.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,093 | $3,145-65.2% | $4,561-76.0% | $4,646-76.5% |