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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 | $260,894 | $100,938+158.5% | $90,461+188.4% | $158,982+64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.01% | 1727.20%-1716.2pp | 1294.76%-1283.8pp | 302.99%-292.0pp |
| Employer contribution / active EE | $16,237 | $3,691+339.8% | $3,264+397.5% | $4,763+240.9% |
| Participant deferral / active EE | $8,582 | $4,350+97.3% | $3,964+116.5% | $5,983+43.4% |
| Admin fee / account holder | $103,976 | $6,510+1497.2% | $5,617+1751.2% | $11,252+824.1% |