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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 | $88,754+220.2% | $81,820+247.4% | $145,877+94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.69% | 1031.77%-1015.1pp | 777.93%-761.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $22,500 | $3,085+629.2% | $2,915+671.9% | $4,663+382.5% |
| Participant deferral / active EE | $28,800 | $4,648+519.7% | $4,323+566.3% | $6,691+330.5% |
| Admin fee / account holder | $1,425 | $8,424-83.1% | $7,391-80.7% | $13,402-89.4% |