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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 | $475,726 | $96,123+394.9% | $77,361+514.9% | $198,609+139.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 10.98% | 2054.81%-2043.8pp | 1011.54%-1000.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $16,396 | $3,791+332.5% | $2,990+448.3% | $5,055+224.3% |
| Participant deferral / active EE | $21,834 | $4,975+338.9% | $3,911+458.3% | $6,977+213.0% |
| Admin fee / account holder | $65,192 | $9,471+588.4% | $5,894+1006.2% | $19,030+242.6% |