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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 | $281,630 | $150,446+87.2% | $136,297+106.6% | $147,585+90.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.49% | 1049.14%-1032.7pp | 5156.19%-5139.7pp | 578.58%-562.1pp |
| Employer contribution / active EE | $1,358 | $5,256-74.2% | $4,696-71.1% | $4,876-72.1% |
| Participant deferral / active EE | $7,591 | $6,631+14.5% | $6,247+21.5% | $5,439+39.6% |
| Admin fee / account holder | $4,637 | $10,906-57.5% | $9,244-49.8% | $10,886-57.4% |