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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 | $431,312 | $180,749+138.6% | $160,784+168.3% | $137,256+214.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.45% | 2234.46%-2210.0pp | 1803.92%-1779.5pp | 220.34%-195.9pp |
| Employer contribution / active EE | $14,466 | $4,155+248.1% | $3,733+287.5% | $4,156+248.1% |
| Participant deferral / active EE | $11,800 | $6,844+72.4% | $6,293+87.5% | $6,407+84.2% |
| Admin fee / account holder | $12,661 | $10,397+21.8% | $9,717+30.3% | $12,270+3.2% |