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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 | $252,374 | $102,663+145.8% | $86,216+192.7% | $139,466+81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.05% | 1924.52%-1914.5pp | 1169.42%-1159.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $16,704 | $3,035+450.4% | $2,382+601.4% | $4,754+251.4% |
| Participant deferral / active EE | $4,063 | $4,677-13.1% | $3,986+1.9% | $6,712-39.5% |
| Admin fee / account holder | $2,401 | $8,663-72.3% | $6,853-65.0% | $11,409-79.0% |