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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 | $274,570 | $60,139+356.6% | $90,461+203.5% | $79,856+243.8% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 181.12% | 71.96%+109.2pp | 1294.76%-1113.6pp | 31.71%+149.4pp |
| Employer contribution / active EE | $1,184 | $2,069-42.8% | $3,264-63.7% | $2,471-52.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $898 | $3,978-77.4% | $5,617-84.0% | $5,306-83.1% |