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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 | $311,576 | $109,872+183.6% | $98,483+216.4% | $167,536+86.0% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 11.89% | 1959.31%-1947.4pp | 1494.38%-1482.5pp | 478.82%-466.9pp |
| Employer contribution / active EE | $18,369 | $3,225+469.6% | $2,961+520.4% | $4,839+279.6% |
| Participant deferral / active EE | $9,804 | $4,673+109.8% | $4,276+129.3% | $6,342+54.6% |
| Admin fee / account holder | $35,055 | $6,757+418.8% | $5,953+488.9% | $12,315+184.7% |