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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 | $356,919 | $102,595+247.9% | $94,057+279.5% | $154,746+130.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.23% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $16,699 | $3,147+430.6% | $2,933+469.3% | $4,379+281.3% |
| Participant deferral / active EE | $7,298 | $5,118+42.6% | $4,709+55.0% | $6,730+8.4% |
| Admin fee / account holder | $1,350 | $7,736-82.6% | $7,244-81.4% | $14,365-90.6% |