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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 | $255,308 | $102,595+148.9% | $94,057+171.4% | $154,746+65.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.30% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,021 | $3,147-67.6% | $2,933-65.2% | $4,379-76.7% |
| Participant deferral / active EE | $8,913 | $5,118+74.1% | $4,709+89.3% | $6,730+32.4% |
| Admin fee / account holder | $351 | $7,736-95.5% | $7,244-95.2% | $14,365-97.6% |