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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 | $156,963+102.1% | $121,204+161.7% | $139,466+127.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 1476.75%-1460.3pp | 987.18%-970.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,250 | $4,848+214.6% | $4,083+273.5% | $6,712+127.2% |
| Admin fee / account holder | $519 | $6,953-92.5% | $5,651-90.8% | $11,409-95.5% |