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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 | $457,660 | $125,237+265.4% | $105,608+333.4% | $145,877+213.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.83% | 225.76%-216.9pp | 116.50%-107.7pp | 551.28%-542.5pp |
| Employer contribution / active EE | $34,855 | $3,720+836.9% | $3,167+1000.6% | $4,663+647.5% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,419 | $17,287-74.4% | $11,028-59.9% | $13,402-67.0% |