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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 | $388,607 | $169,237+129.6% | $129,339+200.5% | $145,978+166.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.38% | 14364.43%-14356.1pp | 9437.05%-9428.7pp | 550.52%-542.1pp |
| Employer contribution / active EE | $25,000 | $5,540+351.2% | $4,154+501.8% | $4,662+436.3% |
| Participant deferral / active EE | $30,500 | $4,991+511.1% | $4,170+631.4% | $6,690+355.9% |
| Admin fee / account holder | $5,390 | $9,882-45.5% | $7,668-29.7% | $13,400-59.8% |