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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 | $273,107 | $102,595+166.2% | $94,057+190.4% | $154,746+76.5% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 80.7%+11.6pp |
| Annual return | 12.69% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $9,699 | $3,147+208.2% | $2,933+230.7% | $4,379+121.5% |
| Participant deferral / active EE | $17,446 | $5,118+240.9% | $4,709+270.4% | $6,730+159.2% |
| Admin fee / account holder | $57,587 | $7,736+644.4% | $7,244+694.9% | $14,365+300.9% |