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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 | $349,242 | $68,097+412.9% | $62,929+455.0% | $137,256+154.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,946 | $2,811+111.5% | $2,505+137.4% | $4,156+43.1% |
| Participant deferral / active EE | $32,780 | $4,553+620.0% | $3,888+743.0% | $6,407+411.6% |
| Admin fee / account holder | $35,541 | $6,521+445.0% | $5,065+601.8% | $12,270+189.7% |