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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 | $335,573 | $102,595+227.1% | $94,057+256.8% | $154,746+116.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.19% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $24,165 | $3,147+667.8% | $2,933+723.9% | $4,379+451.8% |
| Participant deferral / active EE | $46,435 | $5,118+807.3% | $4,709+886.0% | $6,730+589.9% |
| Admin fee / account holder | $17,732 | $7,736+129.2% | $7,244+144.8% | $14,365+23.4% |