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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 | $424,465 | $124,175+241.8% | $108,405+291.6% | $167,536+153.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.86% | 1380.13%-1368.3pp | 905.55%-893.7pp | 478.82%-467.0pp |
| Employer contribution / active EE | $18,956 | $4,188+352.7% | $3,559+432.6% | $4,839+291.7% |
| Participant deferral / active EE | $13,000 | $6,908+88.2% | $6,563+98.1% | $6,342+105.0% |
| Admin fee / account holder | $2,698 | $9,457-71.5% | $7,297-63.0% | $12,315-78.1% |