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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 | $399,853 | $155,833+156.6% | $124,693+220.7% | $167,536+138.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.57% | 17.98%+2.6pp | 5144.19%-5123.6pp | 478.82%-458.3pp |
| Employer contribution / active EE | $13,077 | $4,164+214.0% | $3,324+293.4% | $4,839+170.2% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,930 | $9,534+35.6% | $7,494+72.5% | $12,315+5.0% |