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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 | $252,627 | $70,121+260.3% | $63,803+295.9% | $138,895+81.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.44% | 946.48%-934.0pp | 543.72%-531.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $36,573 | $2,882+1168.9% | $2,532+1344.2% | $4,194+772.0% |
| Participant deferral / active EE | $2,813 | $4,535-38.0% | $3,843-26.8% | $6,396-56.0% |
| Admin fee / account holder | $76,546 | $6,738+1036.1% | $5,196+1373.0% | $12,562+509.3% |