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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 | $169,161+129.7% | $129,295+200.6% | $145,959+166.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.38% | 14348.07%-14339.7pp | 9429.28%-9420.9pp | 561.95%-553.6pp |
| Employer contribution / active EE | $25,000 | $5,543+351.0% | $4,157+501.4% | $4,661+436.4% |
| Participant deferral / active EE | $30,500 | $4,989+511.3% | $4,169+631.6% | $6,689+356.0% |
| Admin fee / account holder | $5,390 | $9,878-45.4% | $7,665-29.7% | $13,398-59.8% |