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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 | $302,297 | $76,608+294.6% | $56,077+439.1% | $145,877+107.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 3009.59%-2992.6pp | 1709.28%-1692.3pp | 551.28%-534.3pp |
| Employer contribution / active EE | $11,981 | $1,382+767.2% | $1,040+1051.6% | $4,663+156.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,499 | $3,325+35.3% | $2,825+59.3% | $13,402-66.4% |