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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 | $279,083 | $90,607+208.0% | $79,467+251.2% | $135,380+106.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 222.22% | 977.74%-755.5pp | 718.30%-496.1pp | 519.81%-297.6pp |
| Employer contribution / active EE | $22,798 | $3,068+643.1% | $2,800+714.1% | $4,779+377.0% |
| Participant deferral / active EE | $12,967 | $4,050+220.1% | $3,704+250.1% | $5,609+131.2% |
| Admin fee / account holder | $27,932 | $5,895+373.8% | $5,104+447.2% | $10,828+158.0% |