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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 | $324,263 | $68,097+376.2% | $62,929+415.3% | $137,256+136.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.63% | 1859.11%-1845.5pp | 1063.93%-1050.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,620 | $4,553+243.1% | $3,888+301.7% | $6,407+143.8% |
| Admin fee / account holder | $19,580 | $6,521+200.2% | $5,065+286.6% | $12,270+59.6% |