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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 | $362,696 | $109,872+230.1% | $98,483+268.3% | $167,536+116.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.74% | 1959.31%-1929.6pp | 1494.38%-1464.6pp | 478.82%-449.1pp |
| Employer contribution / active EE | $2,561 | $3,225-20.6% | $2,961-13.5% | $4,839-47.1% |
| Participant deferral / active EE | $15,126 | $4,673+223.7% | $4,276+253.7% | $6,342+138.5% |
| Admin fee / account holder | $1,417 | $6,757-79.0% | $5,953-76.2% | $12,315-88.5% |