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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 | $322,815 | $88,754+263.7% | $81,820+294.5% | $145,877+121.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.38% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $16,163 | $3,085+423.9% | $2,915+454.5% | $4,663+246.6% |
| Participant deferral / active EE | $3,050 | $4,648-34.4% | $4,323-29.4% | $6,691-54.4% |
| Admin fee / account holder | $20,174 | $8,424+139.5% | $7,391+173.0% | $13,402+50.5% |