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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 | $396,482 | $114,119+247.4% | $107,187+269.9% | $138,895+185.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.93% | 273.21%-260.3pp | 204.55%-191.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $20,398 | $4,059+402.6% | $3,782+439.3% | $4,194+386.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,056 | $10,024+150.0% | $9,162+173.5% | $12,562+99.5% |