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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 | $284,218 | $88,778+220.1% | $81,844+247.3% | $145,884+94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.69% | 1033.03%-1016.3pp | 778.87%-762.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $22,500 | $3,087+628.9% | $2,916+671.5% | $4,662+382.6% |
| Participant deferral / active EE | $28,800 | $4,648+519.6% | $4,323+566.1% | $6,690+330.5% |
| Admin fee / account holder | $1,425 | $8,430-83.1% | $7,355-80.6% | $13,392-89.4% |