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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 | $254,104 | $81,668+211.1% | $58,507+334.3% | $139,487+82.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.89% | 7430.07%-7412.2pp | 4252.32%-4234.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $12,076 | $1,398+763.9% | $1,053+1046.5% | $4,755+154.0% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,209 | $3,212+31.0% | $2,486+69.3% | $11,407-63.1% |