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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 | $407,071 | $169,356+140.4% | $129,406+214.6% | $145,897+179.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.91% | 14418.62%-14405.7pp | 9468.18%-9455.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $7,285 | $5,542+31.4% | $4,155+75.3% | $4,663+56.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,029 | $9,915+162.5% | $7,689+238.5% | $13,390+94.4% |