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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 | $259,183 | $169,356+53.0% | $129,406+100.3% | $145,897+77.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.56% | 14418.62%-14402.1pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,163 | $5,542-61.0% | $4,155-48.0% | $4,663-53.6% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,689+128.0% |
| Admin fee / account holder | $679 | $9,915-93.2% | $7,689-91.2% | $13,390-94.9% |