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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 | $347,981 | $150,447+131.3% | $136,298+155.3% | $147,586+135.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.23% | 1049.15%-1027.9pp | 5156.27%-5135.0pp | 578.59%-557.4pp |
| Employer contribution / active EE | $3,166 | $5,256-39.8% | $4,696-32.6% | $4,876-35.1% |
| Participant deferral / active EE | $8,800 | $6,631+32.7% | $6,247+40.9% | $5,439+61.8% |
| Admin fee / account holder | $1,709 | $10,906-84.3% | $9,244-81.5% | $10,886-84.3% |