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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 | $275,370 | $180,749+52.3% | $160,784+71.3% | $137,256+100.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.39% | 2234.46%-2215.1pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $38,125 | $4,155+817.5% | $3,733+921.4% | $4,156+817.3% |
| Participant deferral / active EE | $8,250 | $6,844+20.5% | $6,293+31.1% | $6,407+28.8% |
| Admin fee / account holder | $1,069 | $10,397-89.7% | $9,717-89.0% | $12,270-91.3% |