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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 | $458,359 | $109,872+317.2% | $98,483+365.4% | $167,536+173.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.79% | 1959.31%-1936.5pp | 1494.38%-1471.6pp | 478.82%-456.0pp |
| Employer contribution / active EE | $5,571 | $3,225+72.7% | $2,961+88.2% | $4,839+15.1% |
| Participant deferral / active EE | $9,873 | $4,673+111.3% | $4,276+130.9% | $6,342+55.7% |
| Admin fee / account holder | $3,668 | $6,757-45.7% | $5,953-38.4% | $12,315-70.2% |