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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 | $292,687 | $124,175+135.7% | $108,405+170.0% | $167,553+74.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.04% | 1380.13%-1364.1pp | 905.55%-889.5pp | 478.89%-462.9pp |
| Employer contribution / active EE | $12,162 | $4,188+190.4% | $3,559+241.7% | $4,840+151.3% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,563+197.1% | $6,343+207.4% |
| Admin fee / account holder | $2,809 | $9,457-70.3% | $7,297-61.5% | $12,316-77.2% |