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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 | $280,016 | $169,161+65.5% | $129,295+116.6% | $145,959+91.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.08% | 14348.07%-14339.0pp | 9429.28%-9420.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $10,217 | $5,543+84.3% | $4,157+145.8% | $4,661+119.2% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,431 | $9,878-85.5% | $7,665-81.3% | $13,398-89.3% |