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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 | $490,719 | $180,749+171.5% | $160,784+205.2% | $137,256+257.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.14% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $13,570 | $4,155+226.6% | $3,733+263.5% | $4,156+226.5% |
| Participant deferral / active EE | $15,242 | $6,844+122.7% | $6,293+142.2% | $6,407+137.9% |
| Admin fee / account holder | $6,437 | $10,397-38.1% | $9,717-33.8% | $12,270-47.5% |