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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 | $333,529 | $150,447+121.7% | $136,298+144.7% | $147,586+126.0% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 21.60% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,019 | $6,631+5.9% | $6,247+12.4% | $5,439+29.1% |
| Admin fee / account holder | $5,930 | $10,906-45.6% | $9,244-35.9% | $10,886-45.5% |