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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 | $341,877 | $76,634+346.1% | $56,054+509.9% | $145,978+134.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.0pp |
| Annual return | 9.36% | 3004.33%-2995.0pp | 1705.95%-1696.6pp | 550.52%-541.2pp |
| Employer contribution / active EE | $520 | $1,380-62.3% | $1,039-49.9% | $4,662-88.8% |
| Participant deferral / active EE | $3,539 | $2,622+34.9% | $1,952+81.3% | $6,690-47.1% |
| Admin fee / account holder | $25,520 | $3,321+668.4% | $2,822+804.2% | $13,400+90.4% |