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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 | $317,223 | $156,927+102.1% | $121,169+161.8% | $139,456+127.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 1475.85%-1459.4pp | 986.71%-970.2pp | 373.45%-357.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $15,250 | $4,848+214.5% | $4,083+273.5% | $6,711+127.2% |
| Admin fee / account holder | $519 | $6,946-92.5% | $5,645-90.8% | $11,407-95.5% |