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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 | $361,871 | $171,492+111.0% | $150,734+140.1% | $198,609+82.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.43% | 804.70%-790.3pp | 600.81%-586.4pp | 202.70%-188.3pp |
| Employer contribution / active EE | $21,620 | $5,470+295.2% | $4,918+339.6% | $5,055+327.7% |
| Participant deferral / active EE | $19,627 | $6,259+213.6% | $5,610+249.9% | $6,977+181.3% |
| Admin fee / account holder | $1,637 | $17,628-90.7% | $14,905-89.0% | $19,030-91.4% |