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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 | $346,233 | $99,011+249.7% | $86,582+299.9% | $147,586+134.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.06% | 1312.75%-1302.7pp | 965.08%-955.0pp | 578.59%-568.5pp |
| Employer contribution / active EE | $16,477 | $3,132+426.1% | $2,839+480.3% | $4,876+237.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,594 | $5,709-72.1% | $4,904-67.5% | $10,886-85.4% |